A Guide to Trust Settlement | AmeriEstate Legal Plan
November 22,
2022

A Guide to Trust Settlement

If someone names you as trustee of their trust, it’s important for you to know what duties you will have to perform once they pass away in order to legally transfer the trust’s assets to its beneficiaries. This process is known as trust settlement, and can take between 12-24 months depending on the trust’s complexity.

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How a Comprehensive Estate Plan Can Prepare You for Uncertain Times | AmeriEstate Legal Plan
November 15,
2022

How a Comprehensive Estate Plan Can Prepare You for Uncertain Times

Between the pandemic, skyrocketing inflation, and now a de facto recession, it’s been a rough couple of years. If you’re like many people, you may feel like things are out of your control. Regardless of how many bad things are happening in the world, to think you have no control is simply untrue. You have more control than you realize. You are responsible for the decisions that determine where you end up in life and there major ones that you need to take into consideration now before it’s too late.

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November 11,
2022

Tips for Decreasing Your Tax Burden

A tax burden is the responsibility of an individual or a group of people to pay a greater portion of the existing taxes. There are many things you can do to decrease your tax burden, like utilizing a health savings account, maximizing your retirement contributions, turning investment losses into gains and more!

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October 28,
2022

Important Changes to Estate Tax Exemption for 2022

Estate planning is one of the most important tasks you will ever be tasked with accomplishing. In order to truly plan where your money will go, it’s important to stay updated on the latest exemption changes. In this blog, we discuss all you need to know about important changes to estate tax exemptions for 2022.

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October 21,
2022

How the Gift Tax Exemption Has Changed in 2022

A gift tax is required whenever a significant gift is given to an individual and a comparable gift is not received in return. The responsibility for the tax falls to the gift giver. Here, we explore a few things you should know about gift taxes, the way they work, and how the gift tax exemption has changed for 2022.

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What Documents Should Your Retirement Plan Include? | AmeriEstate Legal Plan
October 17,
2022

What Documents Should Your Retirement Plan Include?

When you think about retirement planning, the first things that likely come to your mind are your IRA, 401(k), or employee pension plan. While it’s true that these important financial plans will make your retirement years considerably more comfortable and secure, your personal estate plan also needs to plan for your eventual retirement and aging.

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October 14,
2022

Get Your Estate in Order for National Estate Planning Awareness Week

In honor of National Estate Planning Awareness week, we have put together a must-read blog that highlights the most important items to be considered when getting your estate in order. Read now for more information about listing your assets, establishing a living will, creating a power of attorney, and more.

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Webinar Replay - How to Settle a Living Trust When a Loved One Passes Away | AmeriEstate Legal Plan
September 23,
2022

Webinar Replay – How to Settle a Living Trust When a Loved One Passes Away

This webinar discusses what happens when your loved one passes away and how the administration of a trust requires a personal representative to follow several steps to distribute and take care of the assets on behalf of the beneficiaries. While this is not an easy task, it can be managed properly. We explain the process of dissolving a trust and the steps that need to take place.

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