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power of attorney packages at AmeriEstate Legal Plan

Who Needs an Estate Plan?

You do—whether your estate is large or small. The use of Revocable Living Trusts is increasingly more common as a foundation for protecting and preserving your estate.

Who Needs a Living Trust?

  • Married couples or single parents with minor children.
  • Anyone who owns real estate.
  • Anyone with assets of $50,000 or more.
  • Anyone who desires assets be held “In Trust” and distributed to heirs beyond the default age of distribution, or according to special terms.
  • Anyone with special-needs dependents.
  • Married couples in a second marriage who want to protect children of a first marriage.
  • Business owners.
  • Domestic partners.

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

About AmeriEstate

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

Reviews

I have used AmeriEstate Legal Plan, Inc. over the last year for my Living Trust and my children's Living Trust. Greg and his staff are very helpful, professional and take time to explain all the legal materials. AmeriEstate brings years of experience and handles all kinds of estate planning situations. I would recommend AmeriEstate to all family and friends. Their staff is easy to talk to and responds quickly to emails or calls.
Jeffrey M.Arroyo Grande, CA

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