AmeriEstate Legal Plan, Inc.

November 04,
2022

Webinar Replay – Taxes & Estate Planning Plus Strategies to Save Money

Industry leaders, Shauna A. Wekherlien, President and CEO of Tax Goddess Business Services, and Greg Reese, President and CEO of AmeriEstate Legal Plan discuss taxes and estate plans. Learn about gift taxes, changes in the estate tax, and strategies to protect precious assets and save money on taxes.

October 28,
2022

Important Changes to Estate Tax Exemption for 2022

Estate planning is one of the most important tasks you will ever be tasked with accomplishing. In order to truly plan where your money will go, it’s important to stay updated on the latest exemption changes. In this blog, we discuss all you need to know about important changes to estate tax exemptions for 2022.

October 21,
2022

How the Gift Tax Exemption Has Changed in 2022

A gift tax is required whenever a significant gift is given to an individual and a comparable gift is not received in return. The responsibility for the tax falls to the gift giver. Here, we explore a few things you should know about gift taxes, the way they work, and how the gift tax exemption has changed for 2022.

October 17,
2022

What Documents Should Your Retirement Plan Include?

When you think about retirement planning, the first things that likely come to your mind are your IRA, 401(k), or employee pension plan. While it’s true that these important financial plans will make your retirement years considerably more comfortable and secure, your personal estate plan also needs to plan for your eventual retirement and aging.

Agent Town Hall Meeting: Increasing Productivity

October 16,
2022

Agent Town Hall Meeting Replay: Increasing Productivity

Our Agent Town Hall Meeting discussed how to take advantage of tools on our Business Partner Site to increase your productivity With all the tools available to our business partners, we will demonstrate how to navigate the Business Partner website so that you can see how it can help you work smarter and become more productive

October 14,
2022

Get Your Estate in Order for National Estate Planning Awareness Week

In honor of National Estate Planning Awareness week, we have put together a must-read blog that highlights the most important items to be considered when getting your estate in order. Read now for more information about listing your assets, establishing a living will, creating a power of attorney, and more.

October 02,
2022

How Partnering With AmeriEstate Lets You Help Your Clients Avoid Probate and Reduce Their Estate Tax Exposure

As an investment or business advisor, Certified Financial Planner, Realtor or other financial expert, your clients come to you for advice, counsel and strategies that will help them accumulate wealth. Unfortunately, this very wealth accumulation could come back to haunt them and their families when they die.

September 23,
2022

Webinar Replay – How to Settle a Living Trust When a Loved One Passes Away

This webinar discusses what happens when your loved one passes away and how the administration of a trust requires a personal representative to follow several steps to distribute and take care of the assets on behalf of the beneficiaries. While this is not an easy task, it can be managed properly. We explain the process of dissolving a trust and the steps that need to take place.

September 14,
2022

What To Know About Health Savings Accounts

A health savings account is a special account specifically meant to help pay for qualified medical expenses. One of the benefits an HSA account offers is the ability to save money on a pre-tax basis. Being able to use your untaxed money for copayments, deductibles and other qualified medical expenses can be very beneficial and can help your hard-earned dollars stretch further. Here are a few things you should know about these accounts.

September 06,
2022

Top Unique Selling Propositions for AmeriEstate’s Business Partner Platform

Are you a financial advisor? If so, does your area of expertise deal with the various areas of estate planning, if at all? If not, you may want to consider teaming up with AmeriEstate Legal Plan, Inc.

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