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What are the benefits of estate planning and why is it important to have?
Estate Planning With A Professional
Estate plans are not just for people with vast estates. In fact, most people should have an estate. This is because, in financial and legal terms, an estate refers to your possessions. This can range from your home or other real estate to your car, investments, and life insurance.
What is estate planning?
Estate planning is like a road map for your final wishes. It helps to plan for how your assets will be distributed and can provide guidance for your loved ones in the event that you are unable to make decisions for yourself.
What documents are needed for estate planning?
Every estate plan is different, but the following is a list of some commonly included estate planning documents:
Last will and testament
This legal document gives you the ability to specify how you want your belongings to be distributed and who you would like to take care of your children, dependents, and pets.
Living will
A living will is distinct from a last will and testament in that it pertains to your wishes regarding end-of-life care if you are terminally ill. For example, you can use a living will to specify if and when you would like to be removed from life support.
Trust
There are many different types of trust, but they all involve a relationship in which one party (the trustor) gives another party (the trustee) the right to hold the title of property or assets for the benefit of a third party (the beneficiary).
Medical Power of Attorney (POA), aka health care proxy
This allows you to choose someone who can make important decisions about your medical care on your behalf.
Financial POA
It gives someone the ability to make financial decisions and to carry them out on your behalf.
Life insurance
Life insurance can be an important part of your estate plan, providing financial security for your loved ones in the event of your death. It can be used to replace lost income, pay the mortgage or rent, or cover funeral and other end of life expenses. It can also be used to leave a legacy for your family and loved ones.
Beneficiary forms
It’s important to keep your beneficiary designations up to date for assets such as life insurance, IRAs, and 401(k) plans. This allows the asset to be paid directly to your loved one and avoids probate.
How much can estate planning cost?
The cost of estate planning can vary depending on how complex your estate is. If your planning needs are more straightforward, there are also online providers that can help you get the information and documents you need completed for free. Some people may want to hire a financial and/or legal professional to help them with more complex planning needs. The cost of these services can vary, with some providers charging a flat rate and others charging by the hour. Although it may seem daunting, creating an estate plan does not have to be complicated. A last will and testament is a key component of any estate plan, making it a good place to start.
lIFETIME INCOME
Annuities can Help To Plan Your Retirement On Your Terms! Annuities Foundation will help Find A Strategy And Know What Your Income Will Be For The Rest Of Your Life!
ESTATE PLANNING
Plan your estate with the aid of a financial expert, avoid taxes legally and keep those funds in the estate for later distribution or growth
FAMILY LEGACY
Family legacies have been created through annuities and used to pass on a financial legacy that keeps funds private, continues to grow and avoid taxes.
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We have a simple 3 step process that helps walk you through the process, Step 1 is to Request a free no-pressure quote, you'll receive current rates of growth and get more information on the companies we believe can help you. Step 2 is to consult with a professional on your specific case, this can be done in person, by phone and/or Zoom video chat, usually takes 20-30 minutes to establish your needs and strategize your future goals. Step 3 is to receive the policy, this is where your agent will sit with you and explain your policy, expected growth and notify your beneficiaries of what to do if needed. This process is simple
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What Our Client Say
With 30+ years of experience in the industry, you can trust the annuities foundation for all of your financial and retirement needs. Wheter your'e planning for retirement soon or it's years away the annuities foundation can help with rates from multiple carriers. Here's what previous users had to say about the annuities foundation organization.
Sarah Bennet
They helped me identify my needs and put me in contact with a professional local agent to set up a customized retirement strategy with tax benefits and lifetime income!
Eduardo aguirre
The Annuities foundation has been a huge help in educating me on my options, they even set me up with a local agent to strategize for my needs with my family's legacy in mind!
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