Custom-Tailored Estate Plan
When something is tailored to one’s needs, everything can go smoother.
January 14, 2021
Join Our Newsletter!
Menu
When something is tailored to one’s needs, everything can go smoother.
My big brother died of COVID-19 and he didn’t have a will. He divorced 20 years ago and has no children, but his ex is telling me she should get an inheritance. Who has the right to his money?
Estate planning is the process of arranging who will receive your assets when you die.
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
More and more often, estate beneficiaries are retaining their own attorneys to make sure that the executor properly administers the estate.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Mission
We Believe in
Creating Prosperity and Success
Our team of attorneys and staff are committed to provide legal services in a manner that delivers the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, and Litigation.
Our Mission is “To collaborate with clients and advisors to provide the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, Litigation, and Real Estate.”
© 2020 The Andersen Firm. All Rights Reserved. Some artwork provided under license agreement.