Estate Planning
Protect your legacy for future generations.
Effective estate planning provides clarity and confidence about how your wealth and assets will be managed and transferred in the future.
It allows you to consider your wishes, family circumstances and the structures needed to support a smooth transition.
Andersen helps individuals and families develop estate planning strategies that consider ownership, tax implications and long-term family objectives. We provide practical advice to help preserve your legacy and ensure your wealth is transferred according to your intentions.
How we help
Wealth transfer planning
We help you consider how your assets will be transferred and structured to support your long-term intentions and the needs of future generations.
Trusts and ownership structures
We provide advice on the role of trusts and other ownership structures in managing and transferring wealth, working alongside legal advisors where appropriate.
Tax considerations
Estate planning decisions can have important tax implications. We provide guidance on the tax considerations associated with gifting, inheritance and wealth transfer.
Family wealth planning
We help families consider how wealth can be managed across generations, aligning financial structures with family values and future objectives.
Coordinated professional advice
Estate planning often involves multiple areas of expertise. We work alongside legal and financial advisors to help ensure your estate plan is comprehensive and aligned with your goals.
Outcomes
With Andersen’s Estate Planning support, you can:
- Create clarity around your future wealth transfer
- Ensure your wishes are considered in your planning
- Understand tax implications of wealth transfer decisions
- Support future generations
- Establish structures aligned with your long-term goals