Our Services
Protecting What Matters at Every Life Stage
At AmeriEstate Legal Plan, all of our estate-planning services are designed with one goal in mind – helping you protect your family and preserve your hard-earned assets for many generations to come. We are here as a compassionate resource from Trust creation to estate settlement and beyond… for the life of your Trust.
So whether you are on your own, just starting a family, raising children, getting kids through college, becoming a grandparent, planning for retirement, or facing illness and incapacity, we have the expertise you need at the price you can afford.
With a focus on the specialties of Estate Planning and Asset Protection, we educate and serve families in the following areas:
-
Legal Access Plan : Nationwide Attorney Network – service and guidance on any legal matter.
-
Estate Planning : Attorney-guided Living Trusts and Wills – protect hard-earned personal assets from Probate Court control.
-
Asset Protection Planning : Set Up LLC, Corporation – organize and manage business resources and key investment assets.
-
Life-Care Planning : Incapacity Planning, Asset and Elder Protection – proven strategies and guidance for long-term care funding.
-
Trust Administration : Trustee Guidance, Estate Settlement – spouse and family assistance following the death of a trustee.
-
Deferred Sales Trust : A DST utilizes a legal and established method that allows the seller of the property to defer capital gain taxes due at the time of sale over a period of time that is selected by the Seller/Taxpayer in advance.
This publication is designed to provide accurate information in regard to the subject matter covered. It is not intended to be relied upon for legal, accounting, tax or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.
