July 14,2017 Advanced Estate Planning Information For Caregivers And Surviving Spouses Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […] Read more
July 14,2017 Should You Distribute Your Estate Equally Among Children In Unequal Circumstances? Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […] Read more
June 27,2017 Creating a Trust for the Benefit of Children from a Second Marriage If you are in a second marriage, did you have children from your first marriage? What happens when your spouse […] Read more
June 06,2017 Refinancing Your Home – The Biggest Threat to Your Living Trust Is Your Home Properly Titled to Your Living Trust After You Refinance? For most people their most valuable asset is […] Read more
May 16,2017 Spring Cleaning: When Can You Purge Your Old Financial Records? Feeling the urge to purge? April 18, 2017, was the deadline for individuals and C corporations to file their federal […] Read more
May 15,2017 Estate Planning for Baby Boomers The boomers are coming! That's the gist of the many reports and news stories that have been published in the […] Read more
May 05,2017 How Much Does It Cost To Set Up a Living Trust? The most common choice you have when setting up an estate plan is the choice between a Will and a […] Read more
April 25,2017 Administering an Estate through Probate With or Without a Will Only a Trust Avoids the Probate Process In California, a probate process will need to be initiated in order to […] Read more
March 23,2017 Can a Creditor Go After Non-Probate Assets? When someone dies, one of the first questions that close relatives usually have is whether they are personally responsible to […] Read more
November 09,2016 Common Questions Regarding Trusts and Second Marriages Basic Questions on Trusts and Second Marriages Written by: Greg Reese, President & CEO, AmeriEstate Legal Plan, Inc. Questions: Are […] Read more