All About Special Needs Trusts | AmeriEstate Legal Plan
February 16,
2021

All About Special Needs Trusts

Often, persons starting on their estate planning journey have a keen eye on their beneficiaries: this is why living trusts are so popular, as living trusts often allow our clients to pass down big-ticket assets like property without the hassle of probate. However, if you happen to have a person with special needs in your life, the estate planning process becomes even more important.

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COVID-19 - Is Your Estate Plan Up-to-Date? | AmeriEstate Legal Plan
February 08,
2021

COVID-19: Is Your Estate Plan Up-to-Date?

If you are one of the few Americans who has a comprehensive estate plan in place: well done! However, just because you have made the initial strides and time investment does not mean that you never need to look at it again. Everybody is aware of the horrific impact that the COVID-19 virus has had on the world, affecting everybody from an individual level all the way up to the global economy. In this time of pandemic, it is more important than ever that you make sure your estate plan is up-to-date.

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Trust in Me A No Prenup Prenup | AmeriEstate Legal
January 26,
2021

Trust in Me: A No-Prenup Prenup

The course of both true love and finance never did run smooth. Up until very recently, prenuptial agreements were something for the rich and famous only. After all, for the rest of us mere mortals, love should be enough to sustain a union, right?

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What Is Involved in a Trust Administration?
January 19,
2021

What Is Involved in a Trust Administration?

The good news is that trust administration does not work very differently than probate. Of course, one of the reasons that you are likely going through estate planning is to help your heirs avoid probate, so this may not sound like a good thing at first.

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Estate Planning Tips for the New Year | AmeriEstate Legal Plan
January 05,
2021

Estate Planning Tips for the New Year

Now that we are nearly ready to ring in the new year, it is a good time to take a step back and take stock of your estate plan. Many things have changed over the past year (and there's a great deal of uncertainty about the future in many aspects), so taking the time to ensure that you have everything in order is paramount. An updated estate plan is a key component in creating peace of mind in 2021.

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You Bought a Home - Now What? | AmeriEstate Legal Plan
December 22,
2020

You Bought a Home – Now What?

For the majority of Americans, the most expensive item they will ever buy is a home. Thus, it comes as no surprise that properties tend to be a linchpin concerning estate plans. It is important that you weave your estate throughout your home buying process to ensure that you are well-placed in terms of taxation and inheritance.

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Practical Christmas Gifts - Estate Planning and Asset Protection | AmeriEstate Legal Plan
December 15,
2020

Practical Christmas Gifts: Estate Planning and Asset Protection

No matter how you celebrate the holiday season, this time of year is a popular time to take a step back from the hustle and bustle of everyday life. It is a time to focus more on our families and the things that bring us joy. It is also common to give presents at this time of year to celebrate our most important relationships. Present-shopping can be a bit of a challenge for many Americans, particularly when one is shopping for someone who seems to have everything.

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Navigating Elder Care Services | AmeriEstate Legal
December 11,
2020

Navigating Elder Care Services

A big part of ensuring that growing older comes with grace is forethought and planning. The elderly have a unique set of challenges as they navigate the golden years. This is because matters involving healthcare and asset protection can be so complex. In the event that you or a loved one are dealing with the ravages of dementia, the need becomes more urgent.

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What does the passage of Prop 19 mean for our estate plan? | AmeriEstate Legal
December 04,
2020

What does the passage of Prop 19 mean for your estate plan?

If you have been keeping up with the news, you may have noticed that California voters have passed Prop 19 with 51% of the votes being in favor of the proposition. As a result, there will be big changes in inheritance laws in the Golden State. We have the vital details you need to understand how Prop 19 will affect you and your estate plan.

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