National Estate Planning Awareness Week | AmeriEstate Legal Plan
October 13,
2020

National Estate Planning Awareness Week: October 19 – 25

Estate planning is a vital piece of financial wellness, but many Americans overlook it. For example, the National Association of Estate Planners & Councils says that well over half of Americans do not currently possess an up-to-date and valid estate plan. In fact, the majority of Americans who are over the age of 65 depend entirely on their Social Security payouts. This is not the most financially secure retirement. With proper estate planning, Americans can go into retirement with more confidence and security.

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3 Mistakes When Naming Beneficiaries | AmeriEstate Legal Plan
September 15,
2020

3 Mistakes When Naming Beneficiaries

Choosing a beneficiary for your will or estate may seem like a daunting process, but it does not have to be. To be clear, a beneficiary is an individual (or organization) who receives a piece of your estate when you die. It is possible to have multiple beneficiaries of a will or estate. You can also make the beneficiary whomever you wish: a beneficiary does not have to be a relative.

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Protecting your college student - ICE Card for Children | AmeriEstate Legal Plan
September 09,
2020

Protecting your college student: ICE Card for Children

Watching your child leave home for the first time can be difficult. Not only are there all of the emotional issues attached to dropping your child off at the dorms, there is also the reality of all the legal changes that are likely happening at the same time. You may always think of your children as your babies, but the law sees your children very differently once they turn 18. Namely, since your children are no longer legally minors, the HIPAA privacy rule now applies to your child's medical records. This amounts to a major legal change which could prevent you, as a parent, from knowing that your children are in the hospital in the event of a major medical issue.

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Avoid Litigation - How well is your Trust or Will? | AmeriEstate Legal Plan
August 18,
2020

Avoid Litigation – How well is your Trust or Will?

There are few things more destructive to family relationships than dealing with disputes after a loved one’s death. Dealing with potential high-value assets along with grief can be overwhelming and ruin a family. Additionally, intense strife over a will or trust may result in some or all of your intended beneficiaries attempting to abandon your estate plan.

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How is a Living Trust Different from a Will? | AmeriEstate Legal Plan
July 13,
2020

How is a Living Trust Different from a Will?

If you are going through the estate planning process, you may find it confusing. There are several options available to you, so this is natural. Many people wonder whether they should have a will, or trust, or both.

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