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TRUSTEDPLANNING

Living Trust Preparation Experience You Can Trust

Whether you are only setting up a living trust, or are including this in your business structure, you can feel confident that your affairs will be in order and we can ensure your business ownership is assigned to your living trust for the seamless distribution of your company assets after your passing.

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What To Expect When Forming a Revocable Living Trust

Getting Started

Complete a short questionnaire about yourself and your situation. This helps us understand your needs and goals for your living trust.

Scheduling Your Call

Once we receive your questionnaire, our paralegal will reach out to set up a teleconference with your attorney.

Customizing Your Plan

During the teleconference, your attorney will discuss how your estate will be distributed, who will manage the trust, and whether to compensate your trustee, giving you the opportunity to fully personalize your estate plan.

Executing Your Trust

After receiving your trust documents, you must sign and notarize them to make your trust legal. We’ll help you through this process.

Funding & Amendments

We’ll assist in funding your trust, which may include transferring assets into it. If circumstances change, we can prepare amendments as needed.

Long-Term Control

We can deed your residence into the trust so all assets are in one place. From then on, you have full control—your trustee only steps in upon your passing or incapacitation. We’re always available if you need help.

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Plan Your Living Trust Before It Is Too Late

Unfortunately, most people only plan in times of crisis.  We have had too many instances where individuals and families call our office when someone is in the hospital or when a crisis comes about in their lives. 

This is not the ideal time to plan. This is a time where you should be able to take comfort in knowing that your plan is already in place and then be able to be emotionally present for the ones you love.

How to Form a Revocable Living Trust

When most people think about estate planning, wills, probate, and legal fees and complexity come to mind. What many don’t know is that there is an easier, less costly way to plan their estates and provide for their families.

Revocable living trusts put you in control, not a judge or even a third party. While the initial cost of a will is less than that of a living trust, the savings come after your passing. The national average cost of probate is 4% of the estate and, on average, takes 18 months from start to finish throughout a lengthy court proceeding.

Help your loved ones avoid these delays and costs while remaining in control of your estate during your lifetime by forming a revocable living trust with Anderson.

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The Anderson Advantage

Preserve

Individualized tax planning to help you keep as much of your money in your pocket as possible.

Protect

Asset protection strategies and solutions to shield your assets and limit personal liability.

Prosper

Retirement and financial planning and wealth management strategies to maximize what you already have.

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Difference Between Living Trust vs. Will

A living trust, once signed, notarized, and funded, is a legally binding document that guarantees your plan for your estate will be executed as you wish. This is the confidence that a will cannot provide because, even though it is a legal document, it is subject to probate, where it is scrutinized and can be threatened.

Living Trust
Will

Prepared by a lawyer

Distributes your assets to family and loved ones

Titles assets directly into it for ease of distribution

Appoints a guardian for your minor children

*

Deal with all of your property under the laws of the state you choose, rather than under separate probates in each state where the property exists

Maintains privacy and confidentiality; not a matter of public record

Trustee retains control of the distribution of property, rather than a judge

Assets can be distributed without the cost of hiring a lawyer for lengthy and costly probate proceedings

*When a pour-over will is included. Anderson includes a pour-over will with all of their living trusts.

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Unlimited Amendments for Life

When you create your living trust with Anderson, you simultaneously secure your family’s financial future and avoid the high costs of probate. Now, you also have the opportunity to avoid even further costs with unlimited amendments to your living trust for life.

Normally, changes to one document within your estate plan can be costly. Since every estate plan that Anderson Advisors creates for our clients includes a living trust, a pour-over will, and financial and healthcare powers of attorney, that means that one change to all of your documents — just one! — could be costly.

Please note that amendments are limited to one change per client per year. This means that you can amend multiple documents once a year, as long as they’re all amended at the same time.

The need for amendments to your living trust can be spurred by major life events, such as a birth or death, and can include changing the successor trustee, beneficiary(ies), and distribution provisions.

With unlimited amendments to your living trust for life, you can relax knowing you can make those changes or updates whenever you need to without being hit with additional costs. To learn more, call Anderson Advisors now at 800.706.4741.

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Trusted Advisors. Proven Results. Real Protection.

Anderson Business Advisors services provide the pathway to prosperity with unmatched precision and tailored solutions to meet your unique investment journey.

157K

SATISFIED CLIENTS SERVED

277K

BUSINESS CREATED

$150M

IN CLIENT TAX SAVINGS

$1B

IN ASSETS PROTECTED

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