How Much Does It Cost To Set Up a Living Trust? | AmeriEstate Legal Plan
February 23,
2024

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 living trust. A will triggers probate unless your estate falls below a minimum threshold of value. In many states, the minimum threshold is about $50,000.

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What Should You Not Put in a Living Trust? | AmeriEstate Legal Plan
February 12,
2024

What Should You Not Put in a Living Trust?

When you create a living trust, it’s often tempting to try to shelter everything you own by putting all your most valuable assets in it. A revocable trust offers numerous benefits, protecting you from creditors while you live, giving you control over your assets, and offering flexibility in how you distribute your assets after death. It also protects your privacy and saves your beneficiaries from the probate process.

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January 09,
2024

Does the Bank Need a Copy of Your Trust?

One of the benefits of setting up a trust is to keep your financial affairs private. At AmeriEstate, we often field questions from our clients about how trusts work. We get a recurring question: "Why does the bank need a copy of my trust?” Typically, the question arises after they create their trust and attempt to move bank accounts into the trust, resulting in the bank asking for trust documents to proceed.

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Putting a House in a Trust - An Introductory Guide | AmeriEstate Legal Plan
November 20,
2023

Putting a House in a Trust: An Introductory Guide

If you’re like many, your most valuable asset is your home and it’s one you hope to pass on to your heirs after you die. An important component of estate planning is ensuring a transfer of assets to your loved ones with as little financial and emotional repercussions as possible. Putting a house in trust can accomplish that.

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Caring for Loved Ones with Mental Health Challenges - The Dual Role of Conservatorships and Living Trusts | AmeriEstate Legal Plan
November 17,
2023

Caring for Loved Ones with Mental Health Challenges: The Dual Role of Conservatorships and Living Trusts

Caring for a family member with mental health issues can be a deeply emotional and challenging task.  It involves providing emotional support but also making important decisions about their well-being and financial matters. In these situations, establishing a conservatorship and creating a living trust can play a pivotal role in ensuring the best interests of your loved one.

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Discover the Benefits of a Living Trust | AmeriEstate Legal Plan
July 07,
2023

Discover the Benefits of a Living Trust

No matter where you are on your life’s journey, establishing measures that protect you, your loved ones and your assets is essential for long-term security. Contrary to what many believe, you don’t need significant wealth to benefit from estate planning.

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Does Your Retirement Plan Include a Living Trust? | AmeriEstate Legal Plan
March 14,
2023

Does Your Retirement Plan Include a Living Trust?

One of the best things you can do for yourself and your family is to plan for retirement. This includes saving money and also thinking about how you will use that money once you retire. One retirement planning tool that is often overlooked is the living trust. A living trust can be a great way to manage your assets and ensure that your wishes are fulfilled after you die. A living trust has many benefits and can help you in retirement.

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Do Millennials Really Need A Living Trust? | AmeriEstate Legal Plan
December 31,
2022

Do Millennials Really Need A Living Trust?

Millennials are often inundated with student loan debt, high housing costs, and other financial obligations. And while it might seem like the last thing on their minds, millennials should actually be considering getting a living trust. Millennials are often a very tech-savvy group, as well as the most educated generation in history. This is why it may seem surprising that estate planning is something that many millennials often do not consider. While it is not required to have a living trust, it is something that all adults should consider, especially if they have any assets or property that they wish to be protected.

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