AmeriEstate Legal Plan, Inc.

June 18,
2020

Are Distributions from a Trust Taxable?

If the total estate, including assets held personally or in trust which exceed the exemption, then the estate will be subject to estate taxes of approximately 40% of all assets that exceed the exemption.

February 18,
2020

The Secure Act – 2020 New Law Affecting Qualified Plans Payable to a Trust

By: Greg Reese, President & CEO, AmeriEstate Legal Plan, Inc. The Setting Every Community Up for Retirement Enhancement Act, better […]

November 25,
2019

What Type of Living Trust Should I Have?

One of the key goals of estate and Trust planning is to avoid federal estate taxes.

April 09,
2019

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to […]

August 01,
2018

The Deferred Sales Trust (Part 2)

A Legal, Tax-Based Strategy for Deferring the Payment of Capital Gains Taxes By Greg Reese, Certified Trustee for the Deferred […]

July 10,
2018

Definition of a “Grantor, Settlor, or Trustor” of a Trust

Definition of a “Grantor, Settlor, or Trustor” of a Trust These terms are often interchangeable. The Grantor, Settlor, or Trustor […]

November 15,
2017

Important Documents Related to Final Distribution of a Trust Estate

Important Documents Related to Final Distribution of a Trust Estate NOTICE OF PROPOSED ACTION In the course of settling a […]

October 27,
2017

2018 IRS Estate and Gift Tax Inflation Adjustments

The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […]