Discover how easy it is to protect your home, assets, and life savings from probate by planning your estate!Probate is easily avoidable. Find out how easy it can be to protect your assets from probate in this 30-minute webinar, The Hidden Dangers of Probate.
Indisputable fact of life #1: Most of us will require some form of long-term care during the final portion of our lives.
How Becoming an AmeriEstate Business Partner Lets You Provide Your Clients with the Estate Planning Services They Need
It’s a fundamental truth that most people need an estate plan, especially if they are high-income and high-net-worth individuals. However, 67% of Americans don’t have an estate plan.
You probably have heard about probate, but do you know what it actually is or how it works? Probate is a legal process in which your county's probate court determines the assets you own at the time of your death. It essentially determines the validity of a will. If a will is found to be authentic, the assets listed in the will are distributed as specified in the document.
If you’re a confirmed do-it-yourselfer, you’ve probably completed many DIY projects for your home and yard. After all, why hire a professional to paint your living room when you can do an adequate job yourself? While home improvement projects are ripe with DIY opportunities, not all areas of your life are equally amenable to the DIY approach.
If your child is graduating from high school this spring, you and your family are about to undergo a major change. The person you have raised for the past 18 years is no longer a child. The law says that they are now legally an adult and can make decisions on their own, without your consent or interference.
A trust is a legal document created for the benefit of your designated beneficiaries. Two types of trusts, revocable and irrevocable, serve different purposes including avoiding probate, reducing taxes, keeping information private, but probably the greatest benefit of a trust, is that it gives you peace of mind knowing that you have provided for your family members and others exactly the way you want to.
Putting your bank account title in the name of your trust is vital if you wish those funds to held in the trust. You create a living trust and fund it by placing assets into it. Your bank being one of those assets. But how do you go about transferring your chosen accounts into your trust?
Divorce is emotional and difficult, updating or creating your estate plan after divorce shouldn’t be. Our webinar helps you understand everything you need to know about revising your existing estate plan or creating a new estate plan. As Estate Planning experts, we can help you navigate through this process.
The two main Power of Attorney types you may wish to consider adding to your overall estate plan are a Medical Power of Attorney and a Financial Power of Attorney. These extend the power to others to act on your behalf when you cannot. Learn the benefits and differences of these two documents that aid you times of crisis.