Instructions for Tough Times - An Estate Plan | AmeriEstate Legal Plan
March 29,
2022

Instructions for Tough Times: An Estate Plan

Back in the 1980s, Robert Schuller, a Christian televangelist, coined a motivational quote that swept the nation: “Tough times never last, but tough people do.” That is just as true today as it was then. However, even tough people often wish that they had an instruction book on how to get through the greatest challenges in their own life.

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Planning for Assisted Living | AmeriEstate Legal Plan
March 22,
2022

Planning for Assisted Living

Sooner or later, most all of us will need help with our daily activities. The type of help needed can range from a little to a lot, and can include the following:

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Webinar Replay: Incapacity Planning. How does it work? Plan for it now.
March 08,
2022

Webinar Video: Incapacity Planning – How Does it Work? Plan for it Now!

In legal planning, incapacity planning has rapidly increased over the past 20 years becoming one of the largest legal needs and services. During our Incapacity Planning – How Does it Work? Plan for it Now webinar, Loriann shares what legal and practical solutions we can put into place for ourselves and our loved ones.

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Should You File Taxes For an Unfinalized Estate? | AmeriEstate Legal Plan
March 01,
2022

Should You File Taxes For an Unfinalized Estate?

Like most seemingly simple questions, the answer to the question of whether you should file one or more tax returns for an estate that has yet to be finalized is “it depends.” Specifically, if and when you need to file tax returns on behalf of a decedent depends on the following:

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When Should You Create or Update Your Estate Plan? | AmeriEstate Legal Plan
February 22,
2022

When Should You Create or Update Your Estate Plan?

If you have yet to create an estate plan, you’re not alone. A recent survey of American adults revealed that, overall, only 32.9% of them have an estate plan in place. Broken down by demographics, the figures show the following:

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Prepping Your Estate for Tax Season | AmeriEstate Legal Plan
February 15,
2022

Prepping Your Estate for Tax Season

With the 2021 tax season upon us, it’s time to review all of your estate planning documents, especially your trusts. The IRS requires you to file Form 1041, U.S. Income Tax Return for Estates and Trusts, for each trust that received $600 or more in income during 2021 or that has a nonresident alien as one of its beneficiaries. The only exception to this requirement is a grantor trust.

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The 5 Components of Estate Planning | AmeriEstate Legal Plan
January 25,
2022

The 5 Components of Estate Planning

One of the most common reasons people give for putting off estate planning is that it’s too complicated and time consuming. While this may be true for wealthy individuals, for most of us, estate planning need not be all that complicated.

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The Importance of Assigning a Medical Power of Attorney
January 18,
2022

The Importance of Assigning a Medical Power of Attorney

When you think of the various documents inherent in estate planning, a medical power of attorney probably is not the first one that comes to your mind. Nevertheless, the importance of this document cannot be overstated. This is especially true during the new normal of the continuing pandemic caused by COVID-19 and its Omicron variant.

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