estate-planning

Anderson and Associates, P.A.  helps clients plan their estates such that there is peace in the family and an orderly plan for distribution of the assets.  Additionally, if there is a business involved, A&A will ensure that the business can continue operating, when one of the owners passes away.

Documents that we routinely prepare include:

  1. Wills
  2. Trusts
  3. Living Wills
  4. Power of Attorney
  5. Declaration Naming Pre-Guardian, so that medical decisions can be made, when you are not in a position to make such decisions

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OUR CORE VALUES

Integrity

Anderson and Associates, P.A. has a code of moral ethics; we want our clients to know where we stand and to be able to count on us to be consistent. Anderson and Associates, P.A. believes in doing the right thing, because it is good for our company, our employees and our community.

Fairness

Anderson and Associates, P.A. strives to level the playing field by being a conduit for working together in the true spirit of “together we stand, divided we fall;” we are advocates for results that enhance the community in being inclusive and finding solutions together.

Excellence

Anderson and Associates, P.A. strives for quality by creating systems of checks and balances and by motivating our staff to be proud of producing quality and accurate results.  We pride ourselves on working hard and producing a quality product.  We strive to serve the community with excellence.

Family

Anderson and Associates, P.A. works to improve the families of those we serve; every assignment is about improving the lives of others and our staff; we aim to touch the family unit and contribute to strengthening the fabric of society.  We want to leave the community a better place for our children.

Results

We are givers of our time, resources, skills and aim to produce above and beyond our clients’ expectations.  We strive to deliver what we contracted to deliver.  We strive to be a beacon for the community.