Compassionate. Client-centered. Certified.
A law firm focused exclusively on helping you create the best life for you and your loved ones.
a unified team on your side to ensure that you’re not alone to face whatever life throws at you.
We are a unified team on your side to ensure that you’re not alone to face whatever life throws at you.
A law firm focused exclusively on helping you create the best life for you and your loved ones.
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We do estate planning and elder law differently.
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| Provide a Partner |
| Complete Team |
| Focused on You |
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TRADITIONAL LAW FIRM |
| Provide Documents |
| Attorney-Centered |
| Focused on Assets |
Our Clients
Families of all asset and net worth levels
Individuals and families seeking to protect the inheritance they leave
Individuals and couples seeking to protect their home from long-term care costs
Individuals and families caring for a loved one with special needs
Trustees, Personal Representatives, and other fiduciaries
our clients
I want to plan to protect my loved ones if something happens to me
I’m worried about a family member who is declining due to age, disease, or disability
Individuals and couples seeking to protect their home from long-term care costs
Individuals and families caring for a loved one with special needs
Trustees, Personal Representatives, and other fiduciaries
Where are You in Your Journey?
I want to plan to protect my loved ones if something happens to me
I’m worried about a family member who is declining due to age, disease, or disability
I want to protect the inheritance I leave
I own my own business and I want to plan for what happens to it if I’m not here
I want to protect my home and assets from long-term care costs
I’m overwhelmed with choices and questions in caring for a family member in poor health
I want to plan to protect a child or family member with special needs
A loved one just passed away and I don’t know what to do.
Our Services
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.
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?
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.
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)
Years of Experience
Happy Clients
Successful Cases
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:
- Plan for and protect a blended family
- Plan for long-term care
- Proactively plan for tax minimization
- Protect your spouse, children, or anyone else from creditors, predators, and spenders
- Have your estate be completely private
- Have your estate be administered as quickly as possible
- Completely avoid probate court
- Plan for and protect a blended family
- Plan for and protect a blended family
F.A.Q.
WAS IT DRAFTED BEFORE 2014?
In 2014, Alabama passed the Uniform Power of Attorney Act, which drastically changed the law governing POAS in Alabama.
IS IT DURABLE?
A durable POA remains effective after you can no longer manage your affairs.
DOES IT MESH WITH YOUR OTHER ESTATE PLANNING DOCUMENTS?
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?
DOES THE POA GIVE YOUR AGENTS THESE SPECIFIC POWERS?
- 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
Testimonials
What They Say About Us
Blog
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Get In Touch
book a free 15-minute discovery call now to see if we might be the right fit for you!
Email: info@thevalleyplanning.com
