AmeriEstate Legal Plan, Inc.

January 12,
2021

Prop 19 – Another look at prop 19’s effects for CA property owners

The passage of Prop 19 has serious implications for property owners in California. In an attempt to stay ahead of these massive changes to the market, we have already been exploring the ways that Prop 19 has been affecting the estate plans of California homeowners.

January 05,
2021

Estate Planning Tips for the New Year

Now that we are nearly ready to ring in the new year, it is a good time to take a step back and take stock of your estate plan. Many things have changed over the past year (and there's a great deal of uncertainty about the future in many aspects), so taking the time to ensure that you have everything in order is paramount. An updated estate plan is a key component in creating peace of mind in 2021.

December 22,
2020

You Bought a Home – Now What?

For the majority of Americans, the most expensive item they will ever buy is a home. Thus, it comes as no surprise that properties tend to be a linchpin concerning estate plans. It is important that you weave your estate throughout your home buying process to ensure that you are well-placed in terms of taxation and inheritance.

December 15,
2020

Practical Christmas Gifts: Estate Planning and Asset Protection

No matter how you celebrate the holiday season, this time of year is a popular time to take a step back from the hustle and bustle of everyday life. It is a time to focus more on our families and the things that bring us joy. It is also common to give presents at this time of year to celebrate our most important relationships. Present-shopping can be a bit of a challenge for many Americans, particularly when one is shopping for someone who seems to have everything.

December 11,
2020

Navigating Elder Care Services

A big part of ensuring that growing older comes with grace is forethought and planning. The elderly have a unique set of challenges as they navigate the golden years. This is because matters involving healthcare and asset protection can be so complex. In the event that you or a loved one are dealing with the ravages of dementia, the need becomes more urgent.

What does the passage of Prop 19 mean for our estate plan? | AmeriEstate Legal

December 04,
2020

What does the passage of Prop 19 mean for your estate plan?

If you have been keeping up with the news, you may have noticed that California voters have passed Prop 19 with 51% of the votes being in favor of the proposition. As a result, there will be big changes in inheritance laws in the Golden State. We have the vital details you need to understand how Prop 19 will affect you and your estate plan.

December 01,
2020

Can an IRA Be Owned By a Trust?

There are multiple approaches that you can take when it comes to managing money. Some Americans are simply looking for ways to organize their assets so as not to confuse their heirs. Others wish to help their heirs avoid conflict, and others are seeking to devise clever tax-avoidance strategies.

November 24,
2020

Menaced Out of Her Home: the Marcie Shield Saga

Sometimes, we can be too clever for our own financial well-being. Most people want to avoid taxation as much as possible while maximizing their availability of their assets: this is human nature. However, this thinking can (and has!) put thousands of Americans in legal hot water or less-than-desirable situations.

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.

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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