The Importance of Estate Planning for Military Personnel | AmeriEstate Legal Plan
June 04,
2024

The Importance of Estate Planning for Military Personnel

Military personnel, both active duty and veterans, dedicate their lives to serving their country with honor and courage. With all the demands of service, it's crucial to think about another important aspect, estate planning. This ensures your wishes are respected and your loved ones are cared for in the event of unforeseen circumstances. It's important for both active military personnel and veterans to establish a living trust or, at the very least, power of attorneys and healthcare directives.

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Free Living Trust Seminars at Your Finger Tips and on Your Timeframe | AmeriEstate Legal Plan
May 21,
2024

Free Living Trust Seminars at Your Finger Tips and on Your Timeframe

In today's busy world, attending in-person seminars might not always be feasible. That's why we've created two informative free living trust seminars that you can watch from the comfort of your own home, at any time that fits your schedule. Our goal is to make estate planning accessible and understandable for everyone, regardless of their schedule or location.

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Does Marriage Ever Override a Trust? | AmeriEstate Legal Plan
May 21,
2024

Does Marriage Ever Override a Trust?

Getting married is a joyful time. Though there is much to celebrate, there is also much to consider when you join your life to another person’s life. One area you may overlook is the impacts on your estate plan and any trusts that are or become a part of it.

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Should Your Yacht Be in a Trust? | AmeriEstate Legal Plan
April 30,
2024

Should Your Yacht Be in a Trust?

Owning a yacht provides hours of fun and joy out on the open waters, but your boat is more than just entertainment. It’s a significant investment, and one you likely want to protect. However, the right kind of insurance isn’t enough to safeguard your yacht, especially if you want your heirs to inherit it after you pass. Revocable trusts offer numerous protections for you and your beneficiaries, so should your yacht be in a trust?

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Why You Need Estate Planning Before Your Next Vacation | AmeriEstate Legal Plan
April 23,
2024

Why You Need Estate Planning Before Your Next Vacation

Vacations are meant to be a time of relaxation, exploration, and making memories with loved ones. Between the excitement of planning your trip and packing your bags, there's one important task that often gets overlooked: having the proper legal documents completed. Whether you're jetting off to a tropical paradise or embarking on a cross-country road trip, having a living trust or at least your Power of Attorney and Health Care Directive in place is crucial for ensuring your affairs are in order, especially if you're traveling out of the country or across state lines. In this blog, we'll explore the importance of having a living trust before your next vacation and why it's essential for peace of mind.

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The Cost of Dying in 2024: Navigating the Challenges with AmeriEstate
April 16,
2024

The Cost of Dying in 2024: Navigating the Challenges with AmeriEstate

Losing a loved one is one of the most challenging experiences anyone can face in their lifetime. Along with the emotional turmoil, families are suddenly burdened with administrative tasks and financial responsibilities, which can worsen the grieving process and add significant stress. The 2024 Report by Empathy, The Cost of Dying, sheds light on the extensive challenges families encounter when dealing with the aftermath of a loved one's passing, highlighting the importance of planning ahead to alleviate some of the burdens associated with the cost of dying.

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April 01,
2024

Webinar Replay: Estate Planning Myths and Truths

Our webinar is dedicated to dismantling popular myths about estate planning and providing you with the facts. Learn why common misconceptions like “My spouse will inherit everything, so I don't need a living trust” or “Living trusts are only for the wealthy elite” are untrue. Understand the truth and clarify crucial aspects of estate planning, including tax advantages, consequences for spouses without a living trust, probate avoidance strategies, and the limitations of DIY living trusts.

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Can a Spouse Change a Trust After Death?
March 12,
2024

Can a Spouse Change a Trust After Death?

When clients begin creating a trust, it usually leads to numerous questions about processes and the level of protection the trust grants their heirs and estate. At AmeriEstate, we invariably get questions about whether a trust can be changed after the person dies, especially for married grantors. So, can a spouse change a trust after death? It depends on the type of trust, the trust terms and whether the couple created a joint trust. Let’s walk through when a spouse can alter the trust after death and when the spouse can’t.

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