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Luxury Beach House

Building your dream is hard work

Live the life and leave the legacy behind that you've always wanted

Ensuring Your Life and Legacy for Years to Come

You've taken control of your life by being your own boss. Take the next step and take control of what happens after you transition out of your business or have passed on.

 

Not accounting for what happens to your assets can open you and your loved ones up to risk. It could mean everything you've built is sold off for pennies on the dollar.

 

Failing to plan ahead is an expensive process through the courts, and one that you wouldn’t have any control over.

We are here to help you plan for the future and legacy that you want in an approachable and understandable manner.

 

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Estate Planning Services

Basic
Package

Family
Package

Trust
Package

Athena offers a variety of flat-rate packages for estate planning so there are no surprises and you can budget appropriately.

Anchor 1

Basic Package

Individual - $325
Couple - $350

 This is our basic estate planning package. This plan is designed for individuals or families with no minor children. It allows you to direct the distribution of your estate through the probate process. It also allows you to name individuals of your choice to manage your financial affairs and make your health care decisions in the event of your incapacity. Finally, it also allows you to provide directions for your health care in the event you are in a terminal, non-responsive condition.

 

Please note: It does not avoid probate (i.e., the court system), and does not involve any estate tax planning. 

 

Our Basic Package includes:

  • Simple Will 

  • Durable POA 

  • Living Will and Durable POA for Health Care 

  • HIPAA Authorization – Any WI hospital should accept – gives you the right to get access to spouse's information 

Family Package

Individual - $525
Couple - $750

This package is designed for families with minor children. It provides all of the benefits of the Basic Package. In addition, in the event both parents should die before the children reach adulthood, the Will designates who should be appointed guardian(s) of any minor children and sets up trusts to hold your assets for the children’s benefit. Once the children reach certain age or achievement milestones of your choosing, the trust assets can be distributed to them. 

Please note: It does not avoid probate (i.e., the court system), and does not involve any estate tax planning. 

 

Our Family Package includes:

  • Will with Testamentary Trust and Guardianship Provisions 

  • Durable Power of Attorney (Financial & General Powers) 

  • Living Will and Durable Power of Attorney for Health Care Decisions 

  • HIPAA Authorization – Any WI hospital should accept – gives you the right to get access to spouse's information 

 Trust Package

Individual - $2100
Couple - $2500

Anchor 2
Anchor 3

This plan has all of the benefits of the above packages, with the added benefits that assets transferred to the revocable trust can: 1) be managed by the trustee(s) in the event of trust maker’s incapacity and 2) avoid the expense, delays and public nature of probate on trust maker’s death. A Will (i.e., the “Pour-Over Will”) is still necessary to ensure that assets not transferred to the trust prior to death are transferred to the trust after death (through the probate process). 

 

Our Revocable Trust Package includes:

  • Either a single Joint Revocable Living Trust (for both spouses) or separate Revocable Living Trusts (for each spouse) 

  • Pour-Over Will with Guardianship Provisions (if applicable) 

  • Durable Power of Attorney (Financial & General Powers) 

  • Living Will and Durable Power of Attorney for Health Care Decisions 

  • HIPAA Authorization – Any WI hospital should accept – gives you the right to get access to spouse's information 

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