AmeriEstate Legal Plan, Inc.

September 23,
2022

Webinar Replay – How to Settle a Living Trust When a Loved One Passes Away

This webinar discusses what happens when your loved one passes away and how the administration of a trust requires a personal representative to follow several steps to distribute and take care of the assets on behalf of the beneficiaries. While this is not an easy task, it can be managed properly. We explain the process of dissolving a trust and the steps that need to take place.

September 14,
2022

What To Know About Health Savings Accounts

A health savings account is a special account specifically meant to help pay for qualified medical expenses. One of the benefits an HSA account offers is the ability to save money on a pre-tax basis. Being able to use your untaxed money for copayments, deductibles and other qualified medical expenses can be very beneficial and can help your hard-earned dollars stretch further. Here are a few things you should know about these accounts.

August 29,
2022

Estate Financial Planning for the LGBTQ+ Community

Typically when people think of estate planning, they picture heterosexual married couples with children. However, estate planning is is crucial for people from all walks of life. Though they were denied these services for a great period of time, in the present-day, members of the LGBTQ+ community can create an estate plan with their partners.

August 17,
2022

Millennials and Estate Planning

If you were born between 1981 and 1996, you’re part of Generation Y, aka the Millennials. Millennials are the first generation to grow up in the age of computers, the internet, social media and smartphones. As such, you may share some or all of the following characteristics with your fellow Millennials:

Webinar Replay - Hidden Dangers of Probate

August 01,
2022

Webinar Video – Hidden Dangers of Probate

Discover how easy it is to protect your home, assets, and life savings from probate by planning your estate!Probate is easily avoidable. Find out how easy it can be to protect your assets from probate in this 30-minute webinar, The Hidden Dangers of Probate.

July 22,
2022

Medicaid Planning 101

Indisputable fact of life #1: Most of us will require some form of long-term care during the final portion of our lives.

July 12,
2022

Why Unmarried Couples Need a Living Trust

According to US News, the number of U.S. households headed by a married couple has steadily declined since 1949. Today, the states with the highest number of unmarried households consist of the following:

July 05,
2022

How to Add a Post-Mortem Letter to Your Estate Plan

A post-mortem letter is not a required part of an estate plan and does not have the same legal leverage as other estate planning documents. Nevertheless, it can perform an important role. The post-mortem letter contains information necessary to fulfill your wishes after your death. It can help make executing your estate plan easier and more efficient than it would be otherwise.

June 22,
2022

Understanding the Probate Process

You probably have heard about probate, but do you know what it actually is or how it works? Probate is a legal process in which your county's probate court determines the assets you own at the time of your death. It essentially determines the validity of a will. If a will is found to be authentic, the assets listed in the will are distributed as specified in the document.

June 15,
2022

Pros and Cons of Do-It-Yourself Estate Plans

If you’re a confirmed do-it-yourselfer, you’ve probably completed many DIY projects for your home and yard. After all, why hire a professional to paint your living room when you can do an adequate job yourself? While home improvement projects are ripe with DIY opportunities, not all areas of your life are equally amenable to the DIY approach.

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