AmeriEstate Legal Plan, Inc.

July 07,
2021

Vacation Travel Checklist: Know Before You Go

Given how difficult it has been to travel over the past year, we would not blame you if you were looking forward to returning to a jet-setting lifestyle. But whether it is your first time taking to the skies or if you are finally setting out on that road trip you have always dreamed of, it is vital to prepare.

May 25,
2021

No Will, No Way: The Final Feud of the Foxes

There are millions of Americans without a Last Will and Testament, which presents huge potential problems for families of all kinds. Even if you do not hold much in the way of assets, it is still wise to at least have a simple Will on hand to ensure that the probate courts can disseminate your estate as efficiently as possible. Failure to do so can lead to lingering family repercussions, such as in the case of Wilbur Fox's estate.

May 18,
2021

Navigating A Homestead Declaration

If you own property, it is a good idea to consider filing a homestead declaration for your primary residence. The process and protections offered are different depending on the state that your property is in; however, there are several commonalities between states. All states offer the ability to file a homestead declaration and offer some level of protection.

May 05,
2021

What to Expect During the Estate Planning Process

There is no overstating the importance of having an Estate Plan in place. Estate planning is a journey that is unique to every individual or couple. Not only can proper estate planning ensure that your assets go to your desired beneficiaries, it can also ensure that family relationships stay positive for years after your death. There are few ways to start family feuds faster than dying with no will in place.

April 27,
2021

The Difference Between an Advance Health Care Directive and a Do Not Resuscitate Order

Thinking about the end of your life may be stressful, but the more you prepare, the better the situation will be for you and your loved ones. For instance, in the story of Cynthia McKennedy, having an advanced care directive was crucial to ensuring that her physician honored her end-of-life wishes when she was not lucid enough to advocate for herself. Not having one would have put an unbelievable amount of stress on her family during an already-difficult time.

March 30,
2021

Planning for Special Needs Beneficiaries

Families with any children need to take special care when estate planning, particularly if the children are still in their minority and would need guardians after the parents died. Dying intestate has a number of consequences that robust estate planning can easily avoid. This is true for families with any number of children, and even those with none.

March 23,
2021

What Assets Do I Put in My Trust?

Savvy estate planners know that revocable living trusts are a cornerstone of any comprehensive estate plan. However, knowing exactly what to put in the estate plan can be a challenge.

March 09,
2021

Who Will Manage Your Assets If You Are Incapacitated?

Nobody likes to think about being medically incapacitated. However, when it comes to managing your estate, it is vital to plan for the worst case scenario. For instance, if you know that dementia runs in your family, creating a plan early is of paramount importance.

March 02,
2021

Financial Milestones and How to Plan

Many Americans are under the notion that estate planning is only for those who are in their golden years, but nothing could be further from the truth. Actively incorporating estate planning as part of every lifetime milestone can help ensure that your financial well-being grows with you. Of course, there are some aspects of estate planning that are best tackled in your golden years after you have maximized your assets, but life's earlier milestones deserve an equal amount of financial attention and planning.

February 23,
2021

Death of a Spouse: The Case of Fred and Julie Sampson

The idea of losing your spouse to death may be very painful. However, death is a reality of life and you must take all possibilities into consideration when attending to your estate plan. This is especially salient if your partner is ill or it is otherwise apparent that he or she is likely to die before you do.

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