Tax Tips for Filing | AmeriEstate Legal Plan
March 07,
2023

Tax Tips for Filing

It’s tax season, a time of year that fills many of us with dread. If you fear you haven’t done enough over the past year to reduce your tax burden, potentially leaving you stuck with a high bill, we’ve got some tips that can help you even this late in the game. We also cover common mistakes that can lead to an unwelcome surprise when the Internal Revenue Service (IRS) catches them.

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Case Study - Parental Entanglement Results in Financial Blow | AmeriEstate Legal Plan
February 28,
2023

Case Study: Parental Entanglement Results in Financial Blow

Too often, people do not realize how crucial it is to create and maintain an estate plan. Documents such as living trusts protect your assets and your family should you become incapacitated or pass away. Unfortunately for Cecilia Cordova’s parents, their daughter did not have one, and now they are dealing with the financial repercussions.

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Beneficial Distribution to Minors | AmeriEstate Legal Plan
February 27,
2023

Beneficial Distribution to Minors

A properly crafted Estate Plan should always contain well written distribution provisions when the recipient is a minor.  The Creator of the Estate Plan firsts needs to determine the age of partial or outright distribution. This can be any age but a common guideline, but not required, might be upon the recipient attaining the age of twenty-five years.  This does not mean that no distributions are available to the recipient prior to that age. 

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Small Business and Side Hustle Protection | AmeriEstate Legal Plan
February 26,
2023

Small Business and Side Hustle Protection

With the rise of the gig economy, many people are seeking alternative ways to supplement their income or pursue their passions. From freelance writing and graphic design to selling handmade goods on online marketplaces, the options for starting a side hustle or small business are virtually endless. Whether you're tech-savvy and want to start a software development business, creative and want to start a design studio, or entrepreneurial and want to start a retail store, the opportunities for starting a side hustle or small business are vast and varied.

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Common Myths About Estate Plan Avoidance | AmeriEstate Legal Plan
February 21,
2023

Common Myths About Estate Plan Avoidance

Clients who contact you about estate planning may have questions about why they need AmeriEstate to help them create their plan. They might not realize why it’s crucial and opt for other ways to create an estate plan that doesn’t protect their assets. As you guide them through a discussion about estate planning, be prepared to dispel the myths your clients may have heard.

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Where Should You Keep Your Estate Planning Documents? | AmeriEstate Legal Plan
February 14,
2023

Where Should You Keep Your Estate Planning Documents?

Your estate planning documents are invaluable. They provide acknowledgment of your wishes for distributing assets to heirs and legal documents for handling those assets. Your estate plan also establishes elder and end-of-life decisions for your care. You should keep them in a safe location and ensure trusted individuals know where they are and how to access them.

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How Subscriptions Can Cause Financial Drain | AmeriEstate Legal Plan
February 09,
2023

How Subscriptions Can Cause Financial Drain

With the arrival of the New Year, many of us have started to implement working towards our resolutions. One popular resolution is to save money. If you're looking to save money in the New Year, there are a few things you can do. First, take a look at your spending habits. Where are you spending too much money? Are there any areas where you can cut back?

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Downsizing in Retirement | AmeriEstate Legal Plan
February 06,
2023

Downsizing in Retirement

If you are nearing retirement age or already there, you may find that your current home no longer fits your needs. Whether your house has too much square footage to keep up with, your maintenance costs are too high, or both, downsizing provides a possible solution. However, trends in the housing market and taxes could lead to potential challenges. You may overcome some of them with careful planning and research.

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Discover the Benefits of Partnering With AmeriEstate
January 24,
2023

Discover the Benefits of Partnering With AmeriEstate

As a financial advisor, you play a critical role in helping your clients secure their assets and plan for their futures. At some stage, you likely turn them over to an attorney to help them prepare official legal documents.If you do not offer this service in-house, you must refer them to an external legal service. When you partner with AmeriEstate, we provide you with the benefits of offering in-house attorneys to handle your clients’ needs.

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