How Technology Can Help with Your Estate Plan | AmeriEstate Legal Plan
November 17,
2020

How Technology Can Help with Your Estate Plan

Estate planning can get complicated, so it makes sense to turn to technology in order to help lighten the load of the process. Maybe you need your grandkids to show you how to upload photos to Facebook; however, that does not mean you should eschew the benefits of the digital age when estate planning. Using technology wisely can help you save time and money as the estate planner, and potentially help your heirs sort through your assets faster when you die.

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Can a trust protect my assets? | AmeriEstate Legal Services
November 04,
2020

Can a Trust Protect My Assets?

Determining who receives your assets after your death is difficult enough, and that is before the paperwork gets involved. One of the best tools in this planning process is a living trust, which can help ensure that your assets go to your intended beneficiaries as quickly as possible with little fuss.

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Estate Planning Services - Business-Building and Beyond | AmeriEstate Legal Plan
October 20,
2020

Estate Planning Services: Business-Building and Beyond

When many people think of "estate planning," they automatically picture legal documents and procedures associated directly with a person's death. While it is true that wills and trusts play a (potentially) huge role in estate planning depending on the circumstances, there are also instances where estate planning can affect the planner's life while he or she is still alive. An example of this is an advance directive or advance healthcare directive: having a living will can produce a blueprint of your wishes if you are medically incapacitated, allowing your chosen agent to make decisions on your behalf accordingly.

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National Estate Planning Awareness Week | AmeriEstate Legal Plan
October 13,
2020

National Estate Planning Awareness Week: October 19 – 25

Estate planning is a vital piece of financial wellness, but many Americans overlook it. For example, the National Association of Estate Planners & Councils says that well over half of Americans do not currently possess an up-to-date and valid estate plan. In fact, the majority of Americans who are over the age of 65 depend entirely on their Social Security payouts. This is not the most financially secure retirement. With proper estate planning, Americans can go into retirement with more confidence and security.

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3 Mistakes When Naming Beneficiaries | AmeriEstate Legal Plan
September 15,
2020

3 Mistakes When Naming Beneficiaries

Choosing a beneficiary for your will or estate may seem like a daunting process, but it does not have to be. To be clear, a beneficiary is an individual (or organization) who receives a piece of your estate when you die. It is possible to have multiple beneficiaries of a will or estate. You can also make the beneficiary whomever you wish: a beneficiary does not have to be a relative.

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Removing Children from Title to Your Real Estate | AmeriEstate Legal Plan
August 26,
2020

Removing Children from Title to Your Real Estate

Many people believe that it is a smart idea to add their children on the deed to their home for inheritance purposes. Generally, the reasons for this are honest in nature. In the majority of cases, people want to help their heirs avoid probate or inheritance tax and think adding the child’s name to the deed is a form of asset protection. Sometimes they may also want to put their child’s name on a house deed to prevent the sale of the home to pay for assisted living expenses.

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Avoid Litigation - How well is your Trust or Will? | AmeriEstate Legal Plan
August 18,
2020

Avoid Litigation – How well is your Trust or Will?

There are few things more destructive to family relationships than dealing with disputes after a loved one’s death. Dealing with potential high-value assets along with grief can be overwhelming and ruin a family. Additionally, intense strife over a will or trust may result in some or all of your intended beneficiaries attempting to abandon your estate plan.

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The Joint Tenancy Nightmare of Claudia Grace | AmeriEstate Legal Plan
August 10,
2020

The Joint Tenancy Nightmare of Claudia Grace

There are many reasons to want to avoid probate: it becomes a matter of public record, it can cost your heirs a lot of money, and it can sometimes take years. For these reasons, many people take it upon themselves to try and avoid probate at all costs.

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How Much Does It Cost To Set Up a Living Trust? | AmeriEstate Legal
August 04,
2020

How Much Does It Cost To Set Up a Living Trust?

The most common choice you have when setting up an estate plan is the choice between a will and a living trust. A will is always a one-way ticket to probate unless your estate falls below a minimum threshold of value. In many states, the minimum threshold is about $50,000. In California, that threshold is $165,250.

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