|ALG| Thoughtful Estate Planning  

At Anderson Law Group we work with our estate planning clients in a different light and capacity than most law firms.  

We believe estate planning is dynamic. Creating an estate plan is a family and wealth planning objective that must be revisited often and amended when family, life and wealth goals and objectives  change.  

We know that there is no one size fits all estate plan as every individual and family is different and has different objectives.  

Thus, we spend time to get to know you, your family and partner.  Our time together is personal and we promise you will be satisfied with your extremely customized experience.

The goal of our estate planning system is to provide caring advice on how to transfer wealth from one generation to the next while meeting your unique family, life and wealth goals.  Of course, we do save families from excessive taxes as well as the expense, time and stress of court ordered decisions through probate.

Family + Life + Wealth Planning

At Anderson Law Group, we believe estate planning should embrace all aspects of family, life and wealth planning.  As such, estate planning is a dynamic process and not a once in an lifetime experience.  We hope to start creating an estate with your family as it is growing and assist you throughout your lifetime. 

At Anderson Law Group, we connect you with the right team of professional advisors, so that your family, life and wealth planning is synchronized. In addition, we have created estate plan maintenance programs, allowing you the opportunity to affordably review your life and wealth goals more often to ensure your estate plan includes current planning objectives and assets.  One of the most common reasons, estate plans fail is that plans are not up to date and assets are not accounted for in your plan.  Without proper, continued planning your estate plan is likely to fail because your plan is dated and assets are not owned properly in trust.

Anderson Law Group is dedicated to making estate planning concepts understandable and keeping plans up to date easy.  We host seminars on basic and advanced estate planning techniques, plans for young families, non-traditional planning, retirement planning, and tools for trustees.  In addition, we offer estate planning maintenance programs.  Ask us about our comprehensive estate planning maintenance program, "ALG Client Care Program." ALG Client Care membership gives you an affordable solution to ensure that your family’s life and wealth goals are executed.

Our Estate Planning Services 

Our estate planning services are based around client goals, satisfaction and long-term relationships.   We take the time to get to know you and your individual, family goals and wealth goals.  We then work with your unique situation in creating a comprehensive and custom estate planning for individuals, families and domestic partners.   

Typically, an estate plan includes a revocable living trust, pour-over will, financial power of attorney, health care power of attorney, advance health care directive/living will and a HIPAA release.  We also often times create an irrevocable life insurance trust for life insurance proceeds and custom tailored lifetime trusts for your children and/or grandchildren. 

We look forward to and take great pride in helping you and your family create a customized estate plan. Please contact us for a consultation where we will further discuss your family, life and wealth goals.

Our full estate planning services include the preparation of a series of the following documents:

Photos by Margo Moritz © 2008, www.margomoritz.com

ALG| Family + Life + Wealth Planning
Estate Planning and Business Law