You don't have time. It's too expensive. There are many reasons why you can't plan your estate right now, but this checklist breaks the whole process down and makes the steps towards peace about your future simple and clear. Some of the helpful information includes:
The importance of identifying the people that are qualified, willing and the right fit to manage and distribute your assets upon your death.
The most common ways to avoid the court-supervised process of administering an estate, known as "probate."
Tips on how to avoid conservatorship if you become incapacitated prior to death.
How to keep as much of the money you've acquired as possible by avoiding unnecessary estate taxes, capital gains taxes, and deferred income taxes.
and much, much more!
Did You Know?
As more and more online services appear touting “do-it-yourself” estate planning, it is important to remember that proper estate planning requires putting careful thought into every facet of the aging and post-death process.
of adults in the U.S. have a will*
of parents with children under 18 have a will*
of U.S. adults have a health care power of attorney*
Why Wealth and Estate Planning?
When someone dies before they go through the process of wealth and estate planning, the remaining family can be left with a mess of legal fees, feuds, and wasted time and money. Here are just a few of the types of stories we’ve heard:
Childrenget nothing, new wife gets everything
Life partner left without legal standing
Life insurance ends up in the wrong hands
Heirs are left trying to find everything
Countless hours and dollars wasted in probate
Family left with enormous tax bill on property
Why Anderson Estate Law?
While you have many options to plan your estate—not to mention the online packages that promise to be easy and cost-saving—it’s important to put your future, and the future of your family, in the hands of an expert.
Estate Planning and Trusts is Our #1 Focus
It’s all we’ve done for over 25 years. We spend every day of our week helping people with their estate planning, not jumping from family law to personal injury to estate planning.
We Are a Flat Fee Practice
There are no hourly fees in our estate planning process. Our flat fees are quoted up front and there are no surprises. This includes a free annual review and no-fee calls to our office.
We Are Systematic Yet Flexible
We’ve developed systems over the last 25 years to provide you with the best estate plan possible for your unique situation. And we outline the entire process for you so there are no surprises.
We're Thinking Ahead for You
We’re committed to the ongoing service of your family’s estate planning and administration needs, so we’ve built in our own succession plan, to ensure we are there when you need us, whether next year or many years from now.
Don't Wait Until It's Too Late!
Let us make it easy for you. This checklist is a perfect first step in making your estate planning less overwhelming. Download our helpful checklist and get started today!