Brooke Anderson
Brooke has advised and provided consulting services to clients for more than ten years. Her expertise includes working with affluent clients in the areas of trust administration, fiduciary responsibility, gift taxation, generation-skipping transfer taxation and estate taxation and planning. Her experience has focused on assessing current situations, identifying risks and proposing possible solutions to achieve the most optimal results.
Brooke serves a diverse client base by providing a wide range of services including: estate and trust planning; multi-generational wealth transfer; tax planning and risk management.
Brooke has spoken on various estate tax topics and has been quoted in several publications.
SESSIONS
A conversation with Maggie Bender-Johnson, President and third generation family member, Bender Insurance Solutions
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