Trustee vs Executor - What's the Difference? | AmeriEstate Legal Plan
June 06,
2023

Trustee vs Executor: What’s the Difference?

If you are wading into the estate-planning process, you might be overwhelmed by the decisions you must make. It can be a complex endeavor and having to understand the numerous documents and terminology involved doesn’t make it any easier. One of AmeriEstate’s roles is helping people understand an estate plan's structural and legal aspects to reduce confusion and make it easier to navigate the process.

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Why Hire an Elder Law Attorney | AmeriEstate Legal Plan
May 25,
2023

Why Hire an Elder Law Attorney

Seniors face various decisions and may confront unique challenges during the sunset years. If you or a loved one are approaching or in the latter stages of life’s journey, your choices can have lasting financial, health, and well-being impacts now and in the future. Hiring an elder law attorney can protect you or your loved one during your senior years and ease the family’s future burdens.

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Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns
May 16,
2023

Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns

Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we’ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let’s review what the five categories are and the benefits of working with AmeriEstate’s estate planning process.

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Case Study - The Sandersons Lose a Legacy | AmeriEstate Legal Plan
May 11,
2023

Case Study: The Sandersons Lose a Legacy

The financial aspects of a divorce are often equally as challenging as the emotional fallout. The decisions a couple makes when splitting up can impact future generations. Even amicable splits don’t always go the way those involved expect at the time. The Sanderson children found this out the hard way.

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5 Things You Should Know About Estate Planning | AmeriEstate Legal Plan
May 05,
2023

5 Things You Should Know About Estate Planning

When you think about estate planning you probably have some idea of what it is. Perhaps you think it is something only wealthy people need to do, or you may think you have plenty of time to create one. Regardless, an estate plan is important, regardless of income bracket or age.

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Case Study - Unintentional Oversight Leads to Losses for Stepchildren | AmeriEstate Legal Plan
April 25,
2023

Case Study: Unintentional Oversight Leads to Losses for Stepchildren

Divorce presents numerous financial complexities when children are involved, leading to detailed custody plans that spell out monetary arrangements. However, when parents remarry, they often don’t consider the financial repercussions that may result from their new marriage and impact their children. Unfortunately, this kind of oversight can negatively affect stepchildren if the biological parent dies after remarrying, which is what happened with Charles Reinhold’s children.

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Why Estate Planning Is an Important Component of Financial Planning | AmeriEstate Legal Plan
April 18,
2023

Why Estate Planning Is an Important Component of Financial Planning

When clients come to you seeking financial advice or wishing to establish a financial plan, their goal is likely growing their wealth. They might not understand that solid financial planning includes asset protection measures. Protecting their wealth ensures they maintain as high a level of security as possible now and in the future.

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Everyday Myths About Estate Planning | AmeriEstate Legal Plan
April 11,
2023

Everyday Myths About Estate Planning

At AmeriEstate, we get numerous questions about why we recommend estate planning to our clients. There are misconceptions about what one is and why having one is an important measure for protecting assets. We want to dispel the most common estate planning myths, so you can make informed decisions when planning for the future.

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What Happens to Your Assets if an Heir Precedes You in Death?
April 06,
2023

What Happens to Your Assets if an Heir Precedes You in Death?

Creating an estate plan allows you to determine how to allocate assets to your heirs. If you are like most, you distribute the lion’s share among your children or designated individuals, with the understanding that when they pass, any of their assets will pass on to their heirs. Any inheritance they still have from your estate will also go to their designees.

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