AmeriEstate Legal Plan, Inc.

June 18,
2024

Does a Living Trust Need To Be Recorded in California?

Are you considering setting up a trust for your heirs but are concerned about your estate affairs becoming public knowledge? At AmeriEstate, we understand your desire to keep your estate private. Fortunately, when you create a living trust in California, you do not need to record the document with the county or state. Establishing a revocable trust protects your assets and maintains your privacy. Living trusts are an important estate planning tool that provides numerous benefits for you and your heirs, not the least of which is keeping your trust out of public records.

June 04,
2024

The Importance of Estate Planning for Military Personnel

Military personnel, both active duty and veterans, dedicate their lives to serving their country with honor and courage. With all the demands of service, it's crucial to think about another important aspect, estate planning. This ensures your wishes are respected and your loved ones are cared for in the event of unforeseen circumstances. It's important for both active military personnel and veterans to establish a living trust or, at the very least, power of attorneys and healthcare directives.

May 21,
2024

Free Living Trust Seminars at Your Finger Tips and on Your Timeframe

In today's busy world, attending in-person seminars might not always be feasible. That's why we've created two informative free living trust seminars that you can watch from the comfort of your own home, at any time that fits your schedule. Our goal is to make estate planning accessible and understandable for everyone, regardless of their schedule or location.

May 21,
2024

Does Marriage Ever Override a Trust?

Getting married is a joyful time. Though there is much to celebrate, there is also much to consider when you join your life to another person’s life. One area you may overlook is the impacts on your estate plan and any trusts that are or become a part of it.

May 08,
2024

Estate Planning Solutions for Solo Seniors: Navigating Trusteeship Without Family

There's a crucial aspect of estate planning that can pose a challenge to solo seniors, appointing someone to oversee their financial and healthcare matters should they become incapacitated. For many individuals without children or close family ties, finding a trusted individual to fulfill these roles can be daunting.

April 30,
2024

Webinar Replay: Differences Between A Revocable And Irrevocable Trusts

Did you miss our recent webinar on the Differences Between a Revocable and Irrevocable Trusts? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording.

April 30,
2024

Should Your Yacht Be in a Trust?

Owning a yacht provides hours of fun and joy out on the open waters, but your boat is more than just entertainment. It’s a significant investment, and one you likely want to protect. However, the right kind of insurance isn’t enough to safeguard your yacht, especially if you want your heirs to inherit it after you pass. Revocable trusts offer numerous protections for you and your beneficiaries, so should your yacht be in a trust?

April 23,
2024

Why You Need Estate Planning Before Your Next Vacation

Vacations are meant to be a time of relaxation, exploration, and making memories with loved ones. Between the excitement of planning your trip and packing your bags, there's one important task that often gets overlooked: having the proper legal documents completed. Whether you're jetting off to a tropical paradise or embarking on a cross-country road trip, having a living trust or at least your Power of Attorney and Health Care Directive in place is crucial for ensuring your affairs are in order, especially if you're traveling out of the country or across state lines. In this blog, we'll explore the importance of having a living trust before your next vacation and why it's essential for peace of mind.

April 16,
2024

The Cost of Dying in 2024: Navigating the Challenges with AmeriEstate

Losing a loved one is one of the most challenging experiences anyone can face in their lifetime. Along with the emotional turmoil, families are suddenly burdened with administrative tasks and financial responsibilities, which can worsen the grieving process and add significant stress. The 2024 Report by Empathy, The Cost of Dying, sheds light on the extensive challenges families encounter when dealing with the aftermath of a loved one's passing, highlighting the importance of planning ahead to alleviate some of the burdens associated with the cost of dying.

April 09,
2024

Navigating Your Child’s Legal Transition to Adulthood and Checklist

As your child approaches or reaches their 18th birthday, it's not just a cause for celebration; it signifies an important legal transition. At AmeriEstate Legal Plan, we understand the importance of this shift and are here to provide expert guidance to ensure a smooth transition into legal adulthood for your child. Let's explore the changes you and your child will encounter and discuss strategies to navigate this transition effectively.

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