an Estate Plan that honors what matters most

Protect your family's future with professional tax and estate planning at Anthem Advisors. We help minimize taxes, preserve assets, and help ensure your wishes are honored.

Estate Planning Huntsville, AL

Is your estate plan aligned with your financial plan?

Estate plans are important. It’s easy to focus on the financial side, like how much you will leave to whom. But there’s a very human side to estate planning as well, like how you wish your estate to be carried out and who will make decisions on your behalf.

At Anthem, we take each detail into consideration when developing your estate strategy. While the numbers are important, so is your family and your last wishes. Let’s make sure your estate plan honors both your finances and your family.

How we support your Estate plan

Professional collaboration

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While we cannot draft legally-binding wills and trusts, we can refer you to a local estate planning attorney if you don't already have one. Then, we’ll work with them to ensure your correct beneficiaries are listed and the estate documents are properly filed with our custodian.

Understanding Your Story

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Your estate plan should tell your story: who you are, what you value, and what you want your wealth to do when you’re gone.

Family Conversations

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Your family’s input and understanding is important for your estate plan. We include your family and loved ones in our estate planning conversations so you can be open and honest with them about what your wishes are and what will happen in the event of your passing or incapacitation.

Helping you achieve your estate planning goals

Asset protection
Tax mitigation
Minimize probate court disruptions
Manage distribution of assets
Inform your family and loved ones
Charitable giving considerations
Distribution of assets in the event of incapacitation

Cavett and his staff have been extremely helpful in helping us be the best possible stewards of our overall financial plan. Cavett has helped us clarify and refine our goals so that we have every confidence that we have a solid plan for our retirement years!

Richard B.

Let’s Get started on your Estate Plan

It all starts with a conversation with our team. We’ll talk with you about what your goals are for your estate plan and how we can use your plan to amplify what you value.