What Is Trust Administration? | AmeriEstate Legal Plan
September 07,
2023

What Is Trust Administration?

A trust is a legal arrangement establishing parameters for the distribution of your estate after you pass. It also ensures your end-of-life wishes are followed and sets up who will handle your financial and medical affairs if you cannot do so. If you set up an irrevocable trust, you are the grantor and will probably choose a trustee to manage the trust.

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Webinar Replay - How to Settle a Living Trust When a Loved One Passes Away | AmeriEstate Legal Plan
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.

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June 01,
2022

What Are the Main Purposes of Trusts?

A trust is a legal document created for the benefit of your designated beneficiaries. Two types of trusts, revocable and irrevocable, serve different purposes including avoiding probate, reducing taxes, keeping information private, but probably the greatest benefit of a trust, is that it gives you peace of mind knowing that you have provided for your family members and others exactly the way you want to.

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What Is an Empty Trust and What Problems Will it Cause? | AmeriEstate Legal Plan
December 14,
2021

What Is an Empty Trust and What Problems Will it Cause?

When you set up a trust for your benefit or the benefit of one or more of your loved ones, that’s only the first step you need to take. The second step is to properly fund the trust. This doesn’t happen automatically. You need to be proactive.

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Final Trust Administration- About AmeriEstate’s Process | AmeriEstate Legal Plan
April 06,
2021

Final Trust Administration: About AmeriEstate’s Process

Dealing with the death of a loved one is extremely difficult, whether the family expected the death or not. We at AmeriEstate understand how sensitive this time can be for families. Often, one of the last things that you may want to do is go digging through the legal and financial complexities of your deceased loved one's life. However, survivors often have to make critical and time-sensitive decisions directly in the aftermath of a loved one's death.

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Death of a Spouse - The Case of Fred and Julie Sampson | AmeriEstate Legal Plan
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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COVID-19 - Is Your Estate Plan Up-to-Date? | AmeriEstate Legal Plan
February 08,
2021

COVID-19: Is Your Estate Plan Up-to-Date?

If you are one of the few Americans who has a comprehensive estate plan in place: well done! However, just because you have made the initial strides and time investment does not mean that you never need to look at it again. Everybody is aware of the horrific impact that the COVID-19 virus has had on the world, affecting everybody from an individual level all the way up to the global economy. In this time of pandemic, it is more important than ever that you make sure your estate plan is up-to-date.

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Trust in Me A No Prenup Prenup | AmeriEstate Legal
January 26,
2021

Trust in Me: A No-Prenup Prenup

The course of both true love and finance never did run smooth. Up until very recently, prenuptial agreements were something for the rich and famous only. After all, for the rest of us mere mortals, love should be enough to sustain a union, right?

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What Is Involved in a Trust Administration?
January 19,
2021

What Is Involved in a Trust Administration?

The good news is that trust administration does not work very differently than probate. Of course, one of the reasons that you are likely going through estate planning is to help your heirs avoid probate, so this may not sound like a good thing at first.

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