Services

Estate & Wealth Transfer Planning

Our clients appreciate the time we take to understand their goals and motivations and develop sophisticated, integrated strategies to preserve assets across generations. Our estate planning professionals have extensive experience with the most complex situations and can create practical solutions to help you achieve your goals.

Andersen Tax takes a holistic approach in identifying and solving complex financial and family issues involved in transferring wealth among generations. Our extensive experience with successful individuals and families across the U.S. gives us a broad perspective on the many planning alternatives available. We assist clients in developing integrated plans to address their unique combination of objectives, such as:

  • Wealth protection and preservation
  • Creating succession of ownership and control of closely-held businesses
  • Preserving wealth for multiple generations
  • Minimizing estate, gift and generation-skipping taxes
  • Integration of philanthropic goals with income, estate and gift tax planning

In addition, Andersen Tax provides the following related services:

  • Estate, gift and generation-skipping tax compliance
  • Preparation and consultation regarding fiduciary accounting
  • Federal as well as state and local income tax compliance and planning for fiduciaries
  • Dealing with tax-sensitive assets such as IRAs and retirement plans
  • Assistance with implementation of charitable bequests
  • Valuation of assets and businesses for planning, administration and for estate and gift tax purposes