Understanding the Benefits of a Living Trust | AmeriEstate Legal Plan
July 27,
2021

Understanding the Benefits of a Living Trust

Many Americans believe that an estate plan consists of nothing but a will. While it is possible for some persons to benefit from simple wills, most people would benefit from a more complex estate plan to better suit their financial wants and needs. 

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How to Execute a Living Trust After a Death | AmeriEstate Legal Plan
June 22,
2021

How to Execute a Living Trust After a Death

Rest assured that you are not expected to get to work as the executor or trustee of a living trust the day after your loved one dies. Keep in mind that most tasks related to a person's estate are not actual emergencies and you can take the time you need to grieve. You will have space to make plans for memorial services and other related events.

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In What Situations Should an Irrevocable Trust Be Used? | AmeriEstate Legal Plan
April 13,
2021

In What Situations Should an Irrevocable Trust Be Used?

Living trusts are a solid cornerstone to any estate plan, along with the traditional last will and testament. However, there are two main types of living trust: revocable and irrevocable. Both of these have different uses and different places in your estate plan. 

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What Assets Do I Put in My Trust? | AmeriEstate Legal Plan
March 23,
2021

What Assets Do I Put in My Trust?

Savvy estate planners know that revocable living trusts are a cornerstone of any comprehensive estate plan. However, knowing exactly what to put in the estate plan can be a challenge.

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You Bought a Home - Now What? | AmeriEstate Legal Plan
December 22,
2020

You Bought a Home – Now What?

For the majority of Americans, the most expensive item they will ever buy is a home. Thus, it comes as no surprise that properties tend to be a linchpin concerning estate plans. It is important that you weave your estate throughout your home buying process to ensure that you are well-placed in terms of taxation and inheritance.

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Can an IRA Be Owned By a Trust? | AmeriEstate Legal Plan
December 01,
2020

Can an IRA Be Owned By a Trust?

There are multiple approaches that you can take when it comes to managing money. Some Americans are simply looking for ways to organize their assets so as not to confuse their heirs. Others wish to help their heirs avoid conflict, and others are seeking to devise clever tax-avoidance strategies.

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Can a trust protect my assets? | AmeriEstate Legal Services
November 04,
2020

Can a Trust Protect My Assets?

Determining who receives your assets after your death is difficult enough, and that is before the paperwork gets involved. One of the best tools in this planning process is a living trust, which can help ensure that your assets go to your intended beneficiaries as quickly as possible with little fuss.

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The difference between a “Grantor, Settlor, and Trustor” of a Trust
September 29,
2020

The Difference Between a “Grantor, Settlor, and Trustor” of a Trust

Since there is so much terminology involved with trusts, it is easy to become confused. Many trusts refer to "grantors" and “settlors” and "trustors," and you may wonder what role these play in your estate planning. The good news is that the basics are very simple: these are actually interchangeable terms. Essentially, these terms refer to the entity or person who created the trust. In essence, the person who holds this role makes all the decisions regarding the trust, including what goes into the trust, who the beneficiaries of the trust are and how the law will disseminate any inheritance from the trust.

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