How Technology Can Help with Your Estate Plan | AmeriEstate Legal Plan
November 17,
2020

How Technology Can Help with Your Estate Plan

Estate planning can get complicated, so it makes sense to turn to technology in order to help lighten the load of the process. Maybe you need your grandkids to show you how to upload photos to Facebook; however, that does not mean you should eschew the benefits of the digital age when estate planning. Using technology wisely can help you save time and money as the estate planner, and potentially help your heirs sort through your assets faster when you die.

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Are You Personally Liable for Business Debts? | AmeriEstate Legal Plan
November 10,
2020

Are You Personally Liable for Business Debts?

One of the most complicated aspects of business formation is taxation. It is vital that you understand the different ways you can form a business: horror stories abound with business owners who rushed through the formation process and lived to regret it when the tax man came around or somebody launched a lawsuit.

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Can a trust protect my assets? | AmeriEstate Legal Services
November 04,
2020

Can a Trust Protect My Assets?

Determining who receives your assets after your death is difficult enough, and that is before the paperwork gets involved. One of the best tools in this planning process is a living trust, which can help ensure that your assets go to your intended beneficiaries as quickly as possible with little fuss.

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Estate Planning Services - Business-Building and Beyond | AmeriEstate Legal Plan
October 20,
2020

Estate Planning Services: Business-Building and Beyond

When many people think of "estate planning," they automatically picture legal documents and procedures associated directly with a person's death. While it is true that wills and trusts play a (potentially) huge role in estate planning depending on the circumstances, there are also instances where estate planning can affect the planner's life while he or she is still alive. An example of this is an advance directive or advance healthcare directive: having a living will can produce a blueprint of your wishes if you are medically incapacitated, allowing your chosen agent to make decisions on your behalf accordingly.

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National Estate Planning Awareness Week | AmeriEstate Legal Plan
October 13,
2020

National Estate Planning Awareness Week: October 19 – 25

Estate planning is a vital piece of financial wellness, but many Americans overlook it. For example, the National Association of Estate Planners & Councils says that well over half of Americans do not currently possess an up-to-date and valid estate plan. In fact, the majority of Americans who are over the age of 65 depend entirely on their Social Security payouts. This is not the most financially secure retirement. With proper estate planning, Americans can go into retirement with more confidence and security.

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The difference between a “Grantor, Settlor, and Trustor” of a Trust
September 29,
2020

The Difference Between a “Grantor, Settlor, and Trustor” of a Trust

Since there is so much terminology involved with trusts, it is easy to become confused. Many trusts refer to "grantors" and “settlors” and "trustors," and you may wonder what role these play in your estate planning. The good news is that the basics are very simple: these are actually interchangeable terms. Essentially, these terms refer to the entity or person who created the trust. In essence, the person who holds this role makes all the decisions regarding the trust, including what goes into the trust, who the beneficiaries of the trust are and how the law will disseminate any inheritance from the trust.

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Till death do us part, or divorce - the story of the Browns | AmeriEstate Legal Plan
September 22,
2020

‘Till Death Do Us Part, or Divorce: The Story of the Browns

One of the top concerns when going through the estate planning process for older generations is to ensure their heirs avoid probate. Probate can be extremely expensive and ties up assets that heirs can't access. Learn how a nasty divorce can turn a probate process into a nightmare.

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3 Mistakes When Naming Beneficiaries | AmeriEstate Legal Plan
September 15,
2020

3 Mistakes When Naming Beneficiaries

Choosing a beneficiary for your will or estate may seem like a daunting process, but it does not have to be. To be clear, a beneficiary is an individual (or organization) who receives a piece of your estate when you die. It is possible to have multiple beneficiaries of a will or estate. You can also make the beneficiary whomever you wish: a beneficiary does not have to be a relative.

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Protecting your college student - ICE Card for Children | AmeriEstate Legal Plan
September 09,
2020

Protecting your college student: ICE Card for Children

Watching your child leave home for the first time can be difficult. Not only are there all of the emotional issues attached to dropping your child off at the dorms, there is also the reality of all the legal changes that are likely happening at the same time. You may always think of your children as your babies, but the law sees your children very differently once they turn 18. Namely, since your children are no longer legally minors, the HIPAA privacy rule now applies to your child's medical records. This amounts to a major legal change which could prevent you, as a parent, from knowing that your children are in the hospital in the event of a major medical issue.

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