Your Estate

For most of us, planning for the distribution of our financial resources and personal property can be a difficult and emotionally charged issue. However with the team of Anfinson Thompson & Co. working along side you, you can be assured that your wishes will be honored, including:

• Evaluating wills, trusts, retirement plans and other estate-planning documents and ensuring they remain up to date.
• Developing a strategy that fulfills your goals while preserving assets for the next generation, reducing estate-tax liability and providing for sufficient liquidity.
• Explaining methods of property transfers, estate-tax rules, the impact of the most current estate-planning legislation and possible future changes in rules and regulations.
• Collaborating with other team members- attorneys, appraisers, insurance brokers, and others to ensure that every issue is properly addressed by the appropriate expert.