Other Entities

Some people have unique needs that require unique planning documents. You may need an irrevocable life insurance trust to hold a life insurance policy, a qualified personal residence trust to protect your residence from potential creditors, or any one of a variety of other, less well-known, entities that may be able to help you in your particular situation. Anderson Business Advisors can help you determine the best tool to achieve your plan.

To speak with a representative, call us at 800.706.4741 or email us.