Estate Planning Is a Process and Not a Destination
At AmeriEstate Legal Plan, we like to emphasize to our members seeking estate planning, is that estate planning is exactly […]
Trust Administration on Death of First Spouse
We receive a lot of questions about what, if any administration is needed for a Living Trust after one spouse […]
Arizona Trust Code Updates Provided Free
AmeriEstate is pleased to announce that in keeping with long honored policies, all of its current legal plan members residing […]
Arizona Trust Code Law Change Effective Jan 1, 2009
The State of Arizona recently adopted most provisions of the Uniform Trust Code (UTC) adding several new requirements to both […]
Repeating an Eloquent Sentiment
This is part of a letter written by famous comedian George Carlin, shortly after his wife died… Remember, spend some […]
Managing & Settling a Trust Estate Upon Death of a Settlor
Guidelines for Successor Trustees These Guidelines are designed as an aid to those of you who have been entrusted to […]
Managing Trust Assets for Incapacitated Settlor
These Guidelines are designed as an aid to those of you who have been entrusted to serve as successor trustee(s). […]
Trustee Fees vs. Probate Costs
It is not uncommon for supporters of living trusts as a means for distributing one's estate to compare the often […]
Banking Crisis of Sept 2008 Triggers New FDIC Rules
In a recent post we talked about the limits of insurance coverage available for bank deposits in the event your […]
Reverse Mortgages Become a Popular Option for Seniors
With all the buzz over reverse mortgages (RM's) in the past couple years, I was surprised to learn that the […]