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Search results for: “Probate”
2016 Estate & Estate Tax Planning
November 9, 2016
Written by Greg Reese, President / CEO AmeriEstate Legal Plan, Inc. Question: How much is the allowable gift and estate tax lifetime exemption amount for 2016? Answer: the 2016 gift and estate tax lifetime exemption for 2016 will increase from $5,340,000 in 2015 to $5,450,000 per individual (or $10,900,000 for a married couple). Question: What
Case Study: How the Absence of a Will Can Negatively Impact Your Family
December 7, 2021
Unfortunately, many people don’t think they need to make a last will and testament. They may think they’re too young or that they haven’t accumulated sufficient wealth to make a will necessary. If you are one of these people, you may wish to reconsider your ideas, especially after reading the following case study that exemplifies the problems the lack of a will can cause.
Can Creditors Go After an Irrevocable Trust?
May 20, 2025
If you’re concerned about shielding your assets from lawsuits or debt collectors, you might be wondering: Can creditors go after an irrevocable trust? In many cases, the answer is no. These trusts offer powerful asset protection when used correctly. An irrevocable trust is a legal and financial tool used to protect assets and reduce tax
The Dangers of Do-It-Yourself Living Trusts
January 6, 2017
Have you tried doing your own physical exam lately? I mean, going to a doctor can be such a waste of time, not to mention the cost. It can be so much better to try to save money and just complete the necessary tests and lab work by yourself. Possibly, you have performed surgery on
Is There a Yearly Fee for a Trust? A Complete Guide
December 16, 2024
Establishing a trust is a valuable step in protecting your assets—and securing your family’s future. Many people, however, have questions about what it takes to maintain a trust. Specifically, they want to know: Is there a yearly fee for a trust? Knowing the details of trust maintenance costs, and what factors might affect the expense,
How Much Does a Trust Cost To Maintain?
October 28, 2025
Creating a living trust can bring real peace of mind by helping you protect your family, avoid probate, and keep your estate plans organized. But once your trust is in place, you might wonder: how much does it cost to maintain a trust—and what do those costs really look like for most families? The good
Seminar Survey
May 12, 2026
