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.

Ready to work with our team?

We will work with you every step of the way.

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