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Protect your family and assets through careful estate planning

A comprehensive family estate plan provides peace of mind. Designed to ensure your family and assets are completely protected, you feel confident about your choices, and you have a trusted family attorney going forward.

About AmeriEstate

Our Partner, AmeriEstate Legal Plan, will handle everything for you so that you can focus on other important matters. They will work closely with you to establish estate planning services that suit your unique needs and goals.

Estate Planning

Revocable Living Trust
Wills
Durable Powers of Attorney
Advance Care Health Directives
Review of existing Trust

Incapacity Planning and Special-Needs Services

Ensure that your child or family member with special needs is protected
Incapacity Planning

Trust Settlement

Assists your heirs in settling your estate when you pass

Who Needs a Trust?

  • Homeowners
  • Business owners
  • Investment property and/or valuable assets owners
  • Parents of minor children or special needs dependents
  • Anyone in a second marriage who wants to protect assets and/or children of a first marriage
  • Someone with specific wishes for beneficiaries

Advantages of a Trust

  • Safeguard your assets
  • Avoid probate court
  • Reduce or eliminate estate taxes
  • Plan for minor children or special needs dependents
  • Ensure the proper use of your assets
  • Provide an appropriate income for your heirs
  • Protect minor children from court-appointed imposed guardianships
  • Peace of mind
WEBINAR - Estate Planning 101: Why Estate Planning Is Crucial Register Now
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