Wills & Trusts

 

Wills & TrustsJeanne Anderson offers a full range of Estate Planning and Wealth Preservation Services.  She frequently assists clients by:

  • Establishing Trusts, both Revocable and Irrevocable
  • Transferring Real and Personal Property Into Trusts
  • Preparing Wills
  • Drafting Powers of Attorney
  • Preparing Health Care Directives
  • Preparing Tangible Personal Property Lists
  • Establishing Gifting programs
  • Planning for Estate Tax Avoidance, with Gifting, Disclaimer Trusts and more
  • Planning for a disabled family member with Special Needs Trusts
  • Preparing for Business Succession Planning for the next generation

Effective estate planning often involves the use of advanced legal techniques to best preserve assets and wealth for spouses, children and family members and plan for business exit strategies.  Jeanne takes great care in drafting the legal documentation that will enable her clients to achieve their intended outcome.

 

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