The 5 Components of Estate Planning | AmeriEstate Legal Plan
January 25,
2022

The 5 Components of Estate Planning

One of the most common reasons people give for putting off estate planning is that it’s too complicated and time consuming. While this may be true for wealthy individuals, for most of us, estate planning need not be all that complicated.

Read more

The Importance of Assigning a Medical Power of Attorney
January 18,
2022

The Importance of Assigning a Medical Power of Attorney

When you think of the various documents inherent in estate planning, a medical power of attorney probably is not the first one that comes to your mind. Nevertheless, the importance of this document cannot be overstated. This is especially true during the new normal of the continuing pandemic caused by COVID-19 and its Omicron variant.

Read more

Estate Planning Resolutions For the New Year | AmeriEstate Legal Plan
January 14,
2022

Estate Planning Resolutions For the New Year

It’s that time of year again. Time to make your New Year’s resolutions. Instead of resolving the same old things like losing weight or exercising more, however, why not target your resolutions to estate planning this year? Here are six ideas to get you started.

Read more

What Is an Empty Trust and What Problems Will it Cause? | AmeriEstate Legal Plan
December 14,
2021

What Is an Empty Trust and What Problems Will it Cause?

When you set up a trust for your benefit or the benefit of one or more of your loved ones, that’s only the first step you need to take. The second step is to properly fund the trust. This doesn’t happen automatically. You need to be proactive.

Read more

Case Study - How the Absence of a Will Can Negatively Impact Your Family | AmeriEstate Legal Plan
December 07,
2021

Case Study: How the Absence of a Will Can Negatively Impact Your Family

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.

Read more

Financial Year-End Checklist | AmeriEstate Legal Plan
December 02,
2021

Financial Year-End Checklist

Before you say good-bye to 2021, you would do well to make sure your finances are in order. Whether you do this for tax planning or estate planning purposes, or simply for the peace of mind it gives you, here is a year-end checklist with steps from AmeriEstate Legal Plan you may wish to take.

Read more