Complimentary STRATEGY SESSION
Take the Next Steps to Prepare Your Estate Planning Documents
Request your complementary strategy session with an experienced advisor to ensure your estate plan is properly structured.
Protect Your Assets. Grow Your Legacy.
Protect Your Legacy For Your Loved Ones
Schedule your free, 45-minute emergency binder strategy session and learn how to ensure your family avoids probate and receives your assets and property.
What you will receive during your Emergency Binder Strategy Session:
A clear estate planning strategy that eliminates probate and ensures your estate passes to your loved ones in the most tax-efficient and cost-effective manner possible
A detailed risk assessment to ensure your assets and estate aren’t exposed to unnecessary liability and shore up your estate plan
Entity structuring tips to ensure your estate is not reduced significantly by Uncle Sam
Your next action steps
Schedule Your Complimentary Estate Planning Strategy Session
FEATURED IN
3 Steps to Protect Your Legacy
FOR YOUR EMERGENCY BINDER & ESTATE PLAN
Fill Out
the Emergency Binder
Discuss
with an Advisor
Set Up
your Estate Plan
What Anderson Can Do For You
Are you concerned about how your assets and wealth should be protected? We approach each client as an individual—with a unique set of circumstances and their own particular needs and goals.
This approach requires our lawyers, CPAs, and Strategists to think outside the box, enabling us to provide each client with a bespoke service and tailored solutions that will work for them. Our advisors are well-versed in many ways you can protect your wealth and safeguard your future. Our nationally recognized principals, Clint Coons, Esq., Toby Mathis, Esq., and Michael Bowman, Esq., have decades of success advising and representing real estate investors on their tax and asset protection needs.
Our Specialties
Entity Formation
Asset Protection Planning
Tax Planning
Wills & Trusts
Retirement Planning
Business Compliance
FREE Strategy Session
WITH YOUR EMERGENCY BINDER DOWNLOAD
This 45-minute consultation session comes free with your Emergency Binder. We will craft a custom strategy to protect your assets and grow your wealth.
