AmeriEstate Legal Plan, Inc.

March 16,
2023

Webinar Replay: Is Your Living Trust Properly Funded

Creating your trust is very important. Now is always the time to fund your living trust. It is imperative to fund or put assets into your living trust for a variety of reasons. Watch this webinar to learn more.

March 16,
2023

Estate Planning for Young Couples: Affordable Options and Tools to Protect Your Loved Ones and Assets

It's not uncommon for younger couples to prioritize other financial goals before purchasing a home, such as paying off student loans, saving for retirement, or building an emergency fund. If a couple has established a substantial nest egg, it could potentially put them in a good position to purchase a home when they're ready.

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.

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.

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.

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.

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.

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?

Webinar: Business Owners and Entrepreneurs –Tips for Savings Taxes in 2023

February 07,
2023

Webinar Replay: Business Owners and Entrepreneurs –Tips for Savings Taxes in 2023

Industry leaders, Shauna A. Wekherlien, CPA and Greg Reese, President and CEO of AmeriEstate Legal Plan talk tips for savings taxes in 2023 for Business Owners and Entrepreneurs.

February 06,
2023

Downsizing in Retirement

If you are nearing retirement age or already there, you may find that your current home no longer fits your needs. Whether your house has too much square footage to keep up with, your maintenance costs are too high, or both, downsizing provides a possible solution. However, trends in the housing market and taxes could lead to potential challenges. You may overcome some of them with careful planning and research.

Estate Planning

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