Estate planning includes planning for the transfer of wealth at death and for the care of loved ones, whether spouses, minors, or handicapped individuals. It also includes planning for the client's own disability. Careful estate planning can minimize the burden of taxes and administrative costs.
At Ansell & Anderson, estate planning is a process in which we work closely with clients to determine and attain the clients' goals. We ask that clients inventory their assets and then meet with us to discuss their needs and the various options available to them. We know that each client is unique, and we tailor the estate plan to meet each client's needs and goals. We prepare and explain the documents that will carry out our clients' wishes, and instruct clients about the follow-up procedures that will ensure that those wishes will be realized.