(405) 212-3945

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    • Home
    • About
      • Learn more
      • Meet The Team
    • Bankruptcy
      • You have options!
    • Estate Planning
      • Plan for the future
    • Debt Relief
      • More options
    • EVENTS
      • Pro Se Clinic
      • Estate Planning Workshop
      • Bridal Expo
    • Contact
      • Email
    • Collaborate
      • Financial Professionals
      • Real Estate
    • Blog

(405) 212-3945

  • Home
  • About
    • Learn more
    • Meet The Team
  • Bankruptcy
    • You have options!
  • Estate Planning
    • Plan for the future
  • Debt Relief
    • More options
  • EVENTS
    • Pro Se Clinic
    • Estate Planning Workshop
    • Bridal Expo
  • Contact
    • Email
  • Collaborate
    • Financial Professionals
    • Real Estate
  • Blog

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Ready to Provide Value and Peace of Mind to your Real Estate Clients? We want to be a resource to you for your clients! Sign up below to get {FREE} monthly estate planning content for you to send to your clients in your newsletter!

Athena Legal Group: Your Trusted Legal Partner

 What we will provide to you …


  •  Monthly content with useful information on how your clients can protect one of their biggest assets
  • Personalized printables
  • Pictures to use for your newsletter and social media


Please feel free to use this information for your monthly newsletter, mailings, or social media!

FREE Realtors Printable for Homeowners

 This is a FREE printable for you to be able to provide to your clients allowing you to continue to provide value to them that need information on estate planning. 

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Why is Estate Planning even Important? To better help you understand here are some our FAQ’s

What is Your Estate?

 Your estate is comprised of everything you own: your home (including all the stuff inside your home), bank accounts, 401k, business holdings, investment accounts, etc. In addition to what you own, your estate must also consider your minor children and pets.


It’s important to be thoughtful and strategic about how, when, and to whom your estate is divided and distributed. Inaction can lead to the government taking over control of the distribution of your assets after you pass. This is known as intestacy and generally involves probate court. Because this intestacy process leaves your loved ones with few options and places your legacy in the hands of the government.

Is a Will the same as an Estate Plan?

 The short answer is no. Many presume that a will is more than enough to convey their wishes for their estate after they pass. Unfortunately, with only a will, the plans for your assets are only effective upon your death and requires a probate court proceeding to work. If you become incapacitated, your assets will be under the control of a court-appointed conservator.


Even when your distribution plans for your assets are honored, it is easy for loved ones to see an inheritance as a windfall. Too often, a person’s legacy is frittered away by poor decisions made by grieving family members. That’s why most inheritances are gone within a mere five years of receipt. A failure to consider the long-term implications of their financial choices often results in one’s inheritance disappearing practically overnight. With proper estate planning, you can ensure your beneficiaries are taken care of and that the assets are distributed in a way that will be the most beneficial to all involved.

Do I need a professional to create my Estate Plan?

An experienced estate planning attorney can help you and your family members create an estate plan tailored to meet each of your unique needs and carry out your wishes—or help you update a pre-existing estate plan. We can provide each family member with guidance and information about the options available to them. We can help each of you put a plan in place that will prevent unnecessary stress, legal expenses and taxes, uneven inheritances, disputes between family members, and delays in passing life savings on to loved ones. In addition, it will provide you and your family members with the peace of mind that comes with knowing there are plans in place for your care if any of you become ill and that your wishes will be honored once you pass away. Call us today to set up a meeting. 

How long does it take to create an Estate Plan?

 On average, it takes 4-6 weeks. The timeline will vary depending on your personal situation. 

If everything is going to my Spouse, do I need an Estate Plan?

While it is convenient for assets to pass automatically to the surviving spouse, this outright distribution offers no protection.


What happens if, after your spouse dies, you get into a car accident and are sued? If the assets you owned jointly automatically became yours alone, this money and property are available to satisfy any judgment that could be entered against you resulting from a lawsuit.

 

How do I name guardians for my children?

Guardians for minor children must usually be named in a will or in a separate guardian nomination document. If you fail to appoint guardians, the court will decide who raises your children. For parents of minor children, this is the most important estate planning decision you’ll ever make.


Even though it’s hard and no one can raise your children as well as you can, move forward and select the guardians you think will muddle through the best. Some people delay estate planning because they can’t make this decision. Don’t do that; your inaction puts your children at risk. And, be sure to name back-up guardians as well in case your first choice is unable to serve if the time comes.

Our Misson

 Our mission is to guide clients through life's transitions, ensuring their wishes are honored and their loved ones are protected, leaving a lasting legacy of security and well-being. 

Want to Host a {FREE} Webinar for your Clients?

 

  • Will, Trust, and Power of Attorney
  • Long Term & Short Term Guardian Nominations
  • Advance Health Care Directive & HIPAA Authorization

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Athena Legal Group

2830 NW 32nd St #100, Newcastle, OK 73065

(405) 212-3945

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