AmeriEstate Legal Plan
Proven • Tested • Affordable
Serving more than 40,000 families nationally since 1998.
Since 1998, the team at AmeriEstate has been providing personalized estate planning and asset protection services to more than 40,000 clients. It’s not just one of the things we do, it’s the only thing - meaning we make the process much easier than you would expect, and more affordable than you might think.
Our Services
AmeriEstate is the preferred resource for estate planning. We specialize in advising and guiding people like you, parents, professionals and business owners, helping you preserve and grow your assets over multiple generations. When you select AmeriEstate, you’ll quickly recognize that our personalized process, approachable customer service, knowledgeable attorneys, at-home delivery by specially trained notaries and best-in-class products set us apart. We aspire to give everyday people a customized strategy perfectly tailored to their needs allowing them to face the future with confidence and peace of mind
At AmeriEstate we offer your heirs a complimentary consultation to discuss their options and provide proper guidance. We have worked with thousands of families to carry out your wishes. This is something that differentiates AmeriEstate from other trust providers; we are there every step of the journey.
AmeriEstate offers several products to address capital gain mitigation. This includes deferred sales trusts and charitable trusts.
The primary benefit to business incorporation is limited liability. When you own a small business, you will invest a lot of money into not only getting it launched, but in keeping it running smoothly as well. As the owner you are responsible for any debts and losses your business may accumulate along the way. However, when you incorporate, you are typically only held responsible for the amount of money you personally invest. Your personal assets typically cannot be used to satisfy the debts and liabilities of your business.
More than 40,000 families have put their trust in AmeriEstate
Testimonials
Trusts are complicated documents and our estate planning experts can help you navigate through the nuances of defining which product is best for your situation.
Recent Articles
Deferring Capital Gains: A Primer
Understanding capital gains tax is critical when dealing with appreciated assets. In the event that you sell anything for more than what you bought it for, you will need to report this capital gain to the IRS. In turn, the IRS will levy taxes against the gains.
Happy Grandparents Day and National Assisted Living Week!
In September we celebrate both Grandparents Day and National Assisted Living week. In honor of the elder members of our society, we encourage everybody to take a step back and appreciate all that our senior community members provide in terms of experience and wisdom. We also encourage you to take this time to evaluate your (or your loved one’s) current legal and estate plan status.
Essential Steps When Starting a Business: Incorporation
st to what usually happens during recessions and what most economists assumed would happen during the COVID-19 pandemic.