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Chapters
- Exposing Misconceptions
- Securing Your Legacy
- Incorporating Essential Documents
- Selecting the Perfect Trust
- Exploring Alternative Strategies
- Assessing the Need
- Identifying the Barriers
- Unveiling the Advantages
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Unveil the Hidden Strategies of Estate Planning - Dive into the World of Wills, Trusts, and Beyond!
Introducing our comprehensive eBook on efficient asset transfer after your passing. In this valuable resource, we share expert insights and practical tips to help you navigate the complex process of transferring your assets without court involvement, while saving your loved ones thousands of dollars. With clear step-by-step instructions and real-life examples, you'll gain the knowledge and confidence to secure your legacy and provide for your family's future. Don't miss out on this essential guide - download your free copy today and take the first step towards a stress-free asset transfer experience.
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In this valuable resource, we help you navigate the complex process of transferring your assets without court involvement, while saving your loved ones thousands of dollars.
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By attending an online estate planning webinar, you can gain unparalleled value in terms of knowledge and up-to-date information to help you navigate the intricate world of estate planning.
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OUR FOUNDER
Richard T. Wheeler, J.D., M.B.A.
Estate Planning Attorney
Our founder, Rick Wheeler, was inspired by a movie depicting a scene where family members gathered with their attorney around a table to hear the reading of a deceased person's will. Some were elated at their inheritance, while others were disappointed at receiving just a dollar. This cinematic portrayal led Rick to believe that a will was the ultimate solution for transferring assets after death. However, the movie failed to show the ensuing complicated and costly process of probate court.
Realizing he didn't have a will, Rick discovered that many of his friends also lacked one for various reasons. Despite the importance portrayed in movies, wills seemed reserved for the elderly, while trusts were perceived as for the affluent. Rick considered himself too young for a will and assumed he didn't possess enough assets for a trust, despite being a homeowner.
After completing law school and gaining admission to the bar, families approached Rick to handle the probate of their deceased parents. Witnessing his clients' struggles in probate court, he aimed to offer a superior alternative—a personalized estate plan.
Observing the practices of other attorneys, Rick felt compelled to revolutionize estate planning. Thus, he introduced the Heritage Lifetime Membership, which not only furnished crucial estate planning documents but also fostered an enduring bond with his clients. This approach kept costs low for members by providing free ongoing amendments, estate planning advice, and aid to bereaved family members.
Helping individuals save money and provide for their families brought Rick immense personal fulfillment. Now, he extends these tailored estate plans to others through the exclusive Heritage Lifetime Membership offering.
Save Time and Money
Efficient Asset Transfer After Your Passing
We specialize in providing a seamless and hassle-free solution for transferring your assets to your loved ones after your passing. With our expert guidance and streamlined process, you can ensure that your assets are efficiently distributed without the need for court involvement. By choosing our services, you are not only saving your loved ones from unnecessary stress and financial burden, but also ensuring that they receive their inheritance promptly. Experience peace of mind knowing that your hard-earned assets will be transferred smoothly, allowing your loved ones to focus on what matters most during this difficult time.
THE PROBLEMS MANY
Are Experiencing
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Does This Sound Like You?
- Do you feel overwhelmed by the complexity of creating an estate plan?
- Are you unsure about who to trust when it comes to finding the right attorney?
- Do you think that your assets are not substantial enough to warrant creating an estate plan?
- Are you concerned about the costs involved in creating and maintaining an estate plan?
- Do you find it difficult to navigate through the legal jargon and processes involved in estate planning?
TESTIMONIALS
Proven Outcomes
“When my father passed away, he had no Will. His estate was sent to probate; and that was a nightmare. I decided to never let my children go through that. Richard helped me with my Will and Living Trust... He made the process easy. I highly recommend Richard!"
JAMIE I.
“Setting up a trust for our family gives us peace of mind that in the event of a tragedy, our children will not be burdened with making difficult decisions . Rick is the person we trust with our estate planning. He is professional and knowledgeable. We are very happy with Richard Wheeler and his expertise”
JR & DEIRDRE C.
“Richard Wheeler has been a God send, dealing with the legal aspects of handling a loved one's estate after they have passed. I could not have done it without him.”
CATHY M.
OUR PODCAST
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WE OFFER
Customized Estate Plans
AMAZING PRODUCT #1
Key Components of an Estate Plan for Effective Asset Management and Distribution
An estate plan typically includes several key components to ensure the proper management and distribution of your assets after your passing. Here are some common elements included in an estate plan:
1. Will: A legal document that outlines your wishes regarding the distribution of your property and assets.
2. Trust: A legal arrangement that allows a trustee to hold and manage your assets on behalf of your beneficiaries.
3. Power of Attorney: A document that grants someone the authority to make financial decisions on your behalf if you become unable to do so.
4. Health Care Directive: Also known as a living will, it specifies your preferences for medical treatment and end-of-life care; and grants someone the authority to make healthcare decisions on your behalf if you become unable to do so.
5. Stand Alone HIPPA Waiver: A stand-alone HIPAA waiver is an essential component of an estate plan. It grants individuals the authority to access and disclose your protected health information (PHI) in accordance with the Health Insurance Portability and Accountability Act (HIPAA) regulations.
6. Certification of Trust: A certification of trust, also known as a trust certificate or trustee's certificate, is a condensed version of a trust agreement. It discloses important information about a trust, such as the trustees' powers and other essential terms, without revealing specific details of the trust document. This document allows trustees to keep the trust agreement private while still providing necessary information to banks, financial institutions, or other third parties.
Remember, estate plans can vary based on individual circumstances and estate size. It's always recommended to consult with an estate planning attorney to ensure your plan meets your specific needs and meets the legal requirements in your jurisdiction.
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AMAZING PRODUCT #1
HERITAGE ESTATE PLAN
Introducing the Heritage Estate Plan, an exceptional solution designed to provide you with comprehensive estate planning benefits. Take a look at what this amazing product has to offer:
- Benefit 1: Customized, Attorney Drafted Estate Plan. Receive a personalized estate plan created by experienced attorneys to ensure it meets your specific needs and desires. The Heritage Estate Plan contains more than sixteen (16) documents, all designed to work together to provide you with a comprehensive estate planning solution.
- Benefit 2: FREE plan amendments. Enjoy the flexibility of making amendments to your estate plan at no additional cost, allowing you to adapt to any changes in your life circumstances.
- Benefit 3: FREE ongoing estate legal advise. Access professional legal advice related to your estate plan on an ongoing basis, providing peace of mind and guidance whenever you need it.
- Benefit 4: FREE legal advise to your loved ones, Extend the benefits of our expertise to your loved ones, offering them access to complimentary legal advice regarding the administration of your estate plan.
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ABOUT US
The Heritage Family
Our dedicated team is committed to providing customized estate planning solutions that reflect your unique values and aspirations.
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Discover the Secrets of Efficient Asset Transfer in Our Free eBook
Introducing our comprehensive eBook on efficient asset transfer after your passing. In this valuable resource, we share expert insights and practical tips to help you navigate the complex process of transferring your assets without court involvement, while saving your loved ones thousands of dollars. With clear step-by-step instructions and real-life examples, you'll gain the knowledge and confidence to secure your legacy and provide for your family's future. Don't miss out on this essential guide - download your free copy today and take the first step towards a stress-free asset transfer experience.
Heritage Estate Plans, Inc.
1175 Shaw Avenue
Suite 104, PMB 354
Clovis, CA 93612
Email: admin@heritageplans.pro