Estate Planning

Discuss how to protect your family’s future

At Athlon, we take the time to get to you know you personally, so we can create a unique plan to meet your personal desires and goals.  During our initial consultation, we will ask questions to learn about the concerns you have for your family, financial assets and healthcare situation.

 

A well-crafted estate plan will help you answer the following questions:

  • What kind of financial legacy do I want to leave behind for my loved ones or cherished causes? And how?
  • Who do I trust to manage my financial affairs in the event that I am unable to due to stroke, dementia or some other form of mental incapacity?
  • Who do I trust to make medical decisions for me in the event that I am unable to make such decisions for myself?
  • How can I minimize taxes, fees and costs in the process?

 

At Athlon, our estate plans are composedof a full suite of legal documents to help you achieve your planning goals, including:

  • Revocable Living Trust. This is the primary legal document which will allow you to determine how you wish to manage and distribute your assets.  This document will allow you to appoint trustees, identify your beneficiaries and place conditions or restrictions on how your assets are to be distributed.
  • Pour-Over Will. This is a backup document that ensures that all of your assets are funded, or “pour-over”, into your living trust.
  • Financial Power of Attorney. This document allows you to appoint an individual to manage your financial matters in case you cannot make them yourself due to mental incapacity.
  • Advance Healthcare Directive. This document allows you to appoint an individual to make medical decisions for you in case you cannot make them yourself due to mental incapacity.  A directive also allows you to provide advance instructions for how you wish to be treated medically if you face a difficult or irreversible medical situation.
  • Medical Privacy or HIPAA Authorizations. This document ensures that your loved ones will not be barred from accessing your medical records or interacting with your doctors due to strict medical privacy laws.
  • Burial or Disposition Instructions. This document allows you to express your personal preferences for how you wish your remains to be handled.

 

If you would like to discuss how to protect your family’s financial future, please schedule a free consultation with our office.

Protect your family’s financial future
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