AmeriEstate Legal Plan, Inc.

August 24,
2021

Looking the Gift (Tax) Horse in the Mouth: The Story of Rosalyn and Sarah

Managing large sums of money and property ownership can be difficult. In the case of sisters Rosalyn and Sarah, a divorce settlement turned into a difficult legal situation before an irrevocable trust arrangement saved the day.

August 17,
2021

Back to School: What You Should Know When Your Child Turns 18

Having a child head off to college is a time of great pride and uncertainty. If your child is going to school non-locally or out-of-state, you might have anxieties about him or her being so far away from home. However, distance isn’t the only thing that college parents have to worry about; they also have to deal with the fact that their children are becoming legal adults.

August 10,
2021

Dividing Assets Between Children: the Mercer House Nightmare

The boilerplate advice for creating an estate plan is equality. If you have multiple adult children, an estate divided unevenly can sow seeds of discord. It is not unusual for families to suffer divides after the death of a parent if one of the beneficiaries feels as though the estate plan was unfair.

August 05,
2021

Conservatorships: What are they and who needs them?

In pop culture news, one of the biggest stories currently circulating is Britney Spears’ conservatorship. According to the courts, her conservatorship has been in place since 2008. This high-profile case has brought a little-understood piece of US law into the spotlight: the role of conservatorships.

July 27,
2021

Understanding the Benefits of a Living Trust

Many Americans believe that an estate plan consists of nothing but a will. While it is possible for some persons to benefit from simple wills, most people would benefit from a more complex estate plan to better suit their financial wants and needs.

July 20,
2021

MediCal Planning Steps from Elder Care Law Experts

Long-term care planning often presents a lot of financial difficulty to families. In fact, estimates from the National Institute of Health state that over 40% of persons who live to the age of 70 will spend at least some amount of time in a nursing home before they die.

July 13,
2021

Power of Attorney for Financial Affairs: How it Works

One of the most important conversations to have as a family is how to handle the finances of aging loved ones. Naturally, most individuals wish to maintain personal control over their assets for as long as possible; however, incapacity at old age is a reality. If your loved one loses the ability to make decisions, somebody will need to make those decisions in their stead.

July 07,
2021

Vacation Travel Checklist: Know Before You Go

Given how difficult it has been to travel over the past year, we would not blame you if you were looking forward to returning to a jet-setting lifestyle. But whether it is your first time taking to the skies or if you are finally setting out on that road trip you have always dreamed of, it is vital to prepare.

June 22,
2021

How to Execute a Living Trust After a Death

Rest assured that you are not expected to get to work as the executor or trustee of a living trust the day after your loved one dies. Keep in mind that most tasks related to a person's estate are not actual emergencies and you can take the time you need to grieve. You will have space to make plans for memorial services and other related events.

June 15,
2021

The Benefits of Charitable Remainder Annuity Trusts (CRATs)

Managing appreciated assets can be a challenge for multiple reasons. If you are looking to take an appreciated asset and turn it into retirement income or benefits for your children and grandchildren, your first thought might be to sell the asset and reinvest the money into something else.

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