Plan today to make the right choices for tomorrow
At AmeriEstate Legal Plan, we are experts in all areas of Estate Planning and Administration, Asset Management, Life-Care Benefit Planning, Living Trusts and Wills. As your personal legal-services and estate-planning expert resource, we know that your concerns center around your family and the loved ones you are committed to protect. AmeriEstate experts have a passion for helping protect what matters to you!
Many people think that estate planning is difficult and expensive. So, they put off their planning until their later years or when a medical emergency happens. But by then, it is often too late.
AmeriEstate legal experts understand all the fears associated with estate planning. We have the experience you need to make sure your estate plan is done right and is viable and complete when you need it. Plus, we make it easy, convenient and affordable.
Planning your estate today has many immediate benefits. More importantly, it gives you the ability to make the right choices for all of your tomorrows.
Estate Planning Options
One of the key goals of estate and trust planning is to avoid federal estate taxes. Careful estate planning can eliminate a significant estate tax burden for surviving spouses and their beneficiaries. Any of the trusts below can be useful tools in preserving an estate's assets. By listening to our clients and identifying their needs together, we guide them to the best possible solution now and in the future as your family changes and your portfolio grows.
- Living Trust
- Credit Shelter Trusts
- QTIP Trusts
- Marital Disclaimer Trusts
- Lifetime Revocable Trusts
- Marital Deduction Trusts
With all the options, it is more than prudent to work with AmeriEstate and a qualified attorney who understands how to design a plan that best fits your needs.