Case Study - Charlotte Masser Cannot Pay for the Care She Needs | AmeriEstate Legal Plan
March 21,
2023

Case Study: Charlotte Masser Cannot Pay for the Care She Needs

Charlotte was just 19 when the entire course of her life changed in a moment. She was driving home from classes on an early winter evening. The daytime temperatures were warm, leaving the roads wet from melting snow. When the sun set, the mercury dipped rapidly. Charlotte couldn’t see the patch of black ice on the overpass. She lost control of her car and crashed.

Read more

Being Prepared for Long-Term Care | AmeriEstate Legal Plan
March 14,
2023

Being Prepared for Long-Term Care

Nearly 70% of seniors aged 65 and over need long-term care at some point in their lives, yet most aren’t prepared for the financial burdens of this type of care. Depending on your age, you might not have given the possibility of long-term care (LTC) much thought. You might also assume your health insurance will cover it.

Read more

Case Study - Parental Entanglement Results in Financial Blow | AmeriEstate Legal Plan
February 28,
2023

Case Study: Parental Entanglement Results in Financial Blow

Too often, people do not realize how crucial it is to create and maintain an estate plan. Documents such as living trusts protect your assets and your family should you become incapacitated or pass away. Unfortunately for Cecilia Cordova’s parents, their daughter did not have one, and now they are dealing with the financial repercussions.

Read more

Beneficial Distribution to Minors | AmeriEstate Legal Plan
February 27,
2023

Beneficial Distribution to Minors

A properly crafted Estate Plan should always contain well written distribution provisions when the recipient is a minor.  The Creator of the Estate Plan firsts needs to determine the age of partial or outright distribution. This can be any age but a common guideline, but not required, might be upon the recipient attaining the age of twenty-five years.  This does not mean that no distributions are available to the recipient prior to that age. 

Read more

Common Myths About Estate Plan Avoidance | AmeriEstate Legal Plan
February 21,
2023

Common Myths About Estate Plan Avoidance

Clients who contact you about estate planning may have questions about why they need AmeriEstate to help them create their plan. They might not realize why it’s crucial and opt for other ways to create an estate plan that doesn’t protect their assets. As you guide them through a discussion about estate planning, be prepared to dispel the myths your clients may have heard.

Read more

Where Should You Keep Your Estate Planning Documents? | AmeriEstate Legal Plan
February 14,
2023

Where Should You Keep Your Estate Planning Documents?

Your estate planning documents are invaluable. They provide acknowledgment of your wishes for distributing assets to heirs and legal documents for handling those assets. Your estate plan also establishes elder and end-of-life decisions for your care. You should keep them in a safe location and ensure trusted individuals know where they are and how to access them.

Read more

How Subscriptions Can Cause Financial Drain | AmeriEstate Legal Plan
February 09,
2023

How Subscriptions Can Cause Financial Drain

With the arrival of the New Year, many of us have started to implement working towards our resolutions. One popular resolution is to save money. If you're looking to save money in the New Year, there are a few things you can do. First, take a look at your spending habits. Where are you spending too much money? Are there any areas where you can cut back?

Read more

Recent Posts

Categories