Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns
May 16,
2023

Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns

Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we’ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let’s review what the five categories are and the benefits of working with AmeriEstate’s estate planning process.

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Case Study - The Sandersons Lose a Legacy | AmeriEstate Legal Plan
May 11,
2023

Case Study: The Sandersons Lose a Legacy

The financial aspects of a divorce are often equally as challenging as the emotional fallout. The decisions a couple makes when splitting up can impact future generations. Even amicable splits don’t always go the way those involved expect at the time. The Sanderson children found this out the hard way.

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5 Things You Should Know About Estate Planning | AmeriEstate Legal Plan
May 05,
2023

5 Things You Should Know About Estate Planning

When you think about estate planning you probably have some idea of what it is. Perhaps you think it is something only wealthy people need to do, or you may think you have plenty of time to create one. Regardless, an estate plan is important, regardless of income bracket or age.

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Case Study - Unintentional Oversight Leads to Losses for Stepchildren | AmeriEstate Legal Plan
April 25,
2023

Case Study: Unintentional Oversight Leads to Losses for Stepchildren

Divorce presents numerous financial complexities when children are involved, leading to detailed custody plans that spell out monetary arrangements. However, when parents remarry, they often don’t consider the financial repercussions that may result from their new marriage and impact their children. Unfortunately, this kind of oversight can negatively affect stepchildren if the biological parent dies after remarrying, which is what happened with Charles Reinhold’s children.

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Everyday Myths About Estate Planning | AmeriEstate Legal Plan
April 11,
2023

Everyday Myths About Estate Planning

At AmeriEstate, we get numerous questions about why we recommend estate planning to our clients. There are misconceptions about what one is and why having one is an important measure for protecting assets. We want to dispel the most common estate planning myths, so you can make informed decisions when planning for the future.

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What Happens to Your Assets if an Heir Precedes You in Death?
April 06,
2023

What Happens to Your Assets if an Heir Precedes You in Death?

Creating an estate plan allows you to determine how to allocate assets to your heirs. If you are like most, you distribute the lion’s share among your children or designated individuals, with the understanding that when they pass, any of their assets will pass on to their heirs. Any inheritance they still have from your estate will also go to their designees.

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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.

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