What is Estate Planning?

Estate Planning is a way to ensure your assets are distributed according to your wishes after you die or become incapacitated and that your loved ones won't be faced with complications or conflicts

It commonly includes:

Revocable Trust
Last Will and Testament
Financial Powers of Attorney
Healthcare Powers of Attorney

There is a lot of confusion as to what each term means in estate planning.

Click next to read on.

Probate

Probate is the legal procedure where assets are formally passed to beneficiaries after death.

Probate is:

time-consuming
expensive
public

It slows down disbursement of the estate and is completely avoidable.

Your Goal?

Avoid Probate!

Last Will and Testament

Believe it or not, you have a will now! The only question is, did you create it or was it drafted for you at birth by the State.

If YOU would like choose what happens to your estate and not leave it up to the state, continue on.

Your Will

A Last Will & Testament is a legal document that outlines the wishes for the administration and division of an estate after passing.
It can also serve to assign legal guardianship over minors and wishes for pets.

A Will does not avoid probate.

Assets owned in a deceased person's name with no named beneficiary are no longer legally accessible once the asset owner dies.

A petition must be filed with the probate court to move forward and access the assets. This will add delays, fees, and requires receiving permission from the courts.

Imagine not being able to pay for a funeral because the money is locked up in probate.

Wealth Battle can ensure that your assets avoid probate legally by preparing the appropriate legal documents.

Revocable Living Trust

A revocable living trust is a legally binding instrument that allows a third party, known as a trustee, to hold assets on behalf of a beneficiary.

This is a legal document traditionally used for avoiding probate and minimizing estate taxes.

Assets owned in the name of a Trust are immediately accessible to the trust's maker's designated successor.

Trusts Provide

Privacy
Creditor Protection
Special Needs Protection
Potentially Reduced Estate Taxes
Assets for Minor Children
Special Provisions

Wealth Battle can ensure that you receive a properly drafted trust to protect your loved ones from probate.

Power of Attorney

If you are unable to act on your own behalf, choose who you trust to make important decisions in your life on your behalf. There are two main types.

1 Financial Power of Attorney

Potential responsibilities:

pay bills
make investment decisions
conduct real estate transactions
file taxes
other financial management needs

The financial power of attorney may be compensated

Note: Your agent acting under a power of attorney has no control over decisions involving assets owned by your trust.

The trustee of your trust manages assets owned by the trust. Your agent does not have testamentary powers either. They cannot sign new documents into being on your behalf, nor make changes to your qualified accounts.

2 Healthcare Power of Attorney

Responsible for making healthcare decisions for you if you become unable to do so yourself.

State laws vary regarding the specific allowances for a healthcare power of attorney.

Generally they can agree to, refuse, or withdraw treatment on your behalf.

Communicate your wishes clearly to this trusted person and consider including details about your medial wishes in your final letter of instruction.

Are you ready to take control of your estate?

Avoid probate

Maintain your privacy

Prevent delays

Avoid unnecessary fees
Choose how your assets are dispersed

Choose who receives your assets

Enter your contact information here.

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Estate Interest

Which estate planning tools are you interested in? select all that apply

This will not charge any card and will only inform Wealth Battle of which tools you are most interested in. The prices below are for your reference.

Which Estate Plan Tools interest you

Trust (joint or single) Includes Will, 1 Deed, Financial Power of Attorney, Healthcare Power of Attorney : $2200

Will (no trust) $550

Healthcare Power of Attorney: $200

Financial Power of Attorney: $200

*Excludes deeds in the following areas. Alabama, District of Columbia, Louisiana, Maryland, New Jersey, New York, Ohio, South Carolina, or Virginia - Consult with Wealth Battle for options within these locales.

Are you financially prepared to purchase your estate plan based on the pricing above? *

Yes

You said you are not financially prepared to purchase your estate plan.

Would you like to speak with a Wealth Battle team member to help you make it more affordable?

Wealth Battle believes in helping individuals and famillies fortify their finances through building budgets.

You may learn more and schedule a no obligation budget overhaul at https://www.wealthbattle.com/budget

Thank you for interest.

If you'd like to schedule a time to talk with Lisa about estate planning please do so after clicking submit by picking a time on the calendar.

We look forward to helping you soon.