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Welcome To Anderson Estate Planning

A law firm focused exclusively on helping you create the best life for you and your loved ones.

A law firm focused exclusively on helping you create the best life for you and your loved ones.

A law firm focused exclusively on helping you create the best life for you and your loved ones.

Our Clients

About

Zach Anderson, Owner

Estate planning used to be about planning for death, dividing your assets (usually to your spouse or children, equally), and filling out some basic forms. But we’re all living longer than we ever have. Long-term care costs have never been higher. We have more blended families now than ever before. And there are more opportunities to plan for children and adults with special needs than ever before. Traditional estate planning doesn’t stack up anymore.

After spending too much time complaining about it, Zach decided to do better for clients, and he founded Anderson Estate Planning in 2023.

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Problems with Probate

Completely avoiding probate court is a part of many of our client’s estate plans. You may be wondering, what is so bad about it? 

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Signs You May Need a Trust

Are you interested in trusts, but not sure if a trust is right for you? Here are some signs that a trust might be helpful for you: Signs You May Need a Trust.

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Power of Attorney Checklist

Do you already have a financial power of attorney? Does it do everything that it should for you? Check out our Power of Attorney checklist: Power of Attorney Checklist (link to PDF).

Learning Center

Special Needs Planning

Do you have a child or family member with special needs? Have you wondered where to start? Here is a general overview of special needs planning: What is Special Needs Planning? (link to pdf)

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Years of Experience

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Happy Clients

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Successful Cases

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Investigators and Associates

SIGNS YOU MAY NEED A TRUST

Anyone can create a trust. A trust is simply an agreement between a trust maker and a trustee to hold and administer property for the benefit of one or more beneficiaries.

There are many different kinds of trusts, and trusts can be fully customized to reach all the goals of you and your family.
Trusts can achieve the following:

F.A.Q.

In 2014, Alabama passed the Uniform Power of Attorney Act, which drastically changed the law governing POAS in Alabama.

A durable POA remains effective after you can no longer manage your affairs.

For example, do your POA gents have signatory authority over your bank accounts? Do people other than your agents have this authority? Are your POA agents trustees over your trust(s) in similar situations?

  • Create, amend, or revoke trusts 
  • Change a beneficiary designation 
  • Apply for and plan around government benefits, such as VA or Medicaid benefits 
  • Transfer assets over the annual exclusion amount
Jhon W.

Working with Anderson Estate Planning was a game-changer for me. Their team not only helped me draft a will and establish trusts but also educated me on the entire estate planning process. Professionalism at its finest!

Jenni E.

I never realized the importance of estate planning until I met with Anderson Estate Planning. Their expertise and guidance in setting up my estate plan were invaluable. I feel confident and at ease knowing my family's future is secured.

David S.

I cannot thank Anderson Estate Planning enough for their exceptional service in handling my estate planning. Their attention to detail and dedication to ensuring my wishes were met were beyond my expectations. Trustworthy and reliable!

Sofia Y.

The peace of mind I gained after working with Anderson Estate Planning for my estate planning is priceless. Their professionalism and responsiveness throughout the process were outstanding. I wouldn't trust anyone else with such an important task.

Testimonials

What They Say About Us
A Testimonial is effectively a review or recommendation from a client, letting other people know how our services benefitted them.

Blog

Latest News & Articles

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Get In Touch

(256) 273-5109

book a free 15-minute discovery call now to see if we might be the right fit for you!

Email info@andersonprotection.com