AmeriEstate Legal Plan, Inc.

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.

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.

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.

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.

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.

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.

March 21,
2023

Case Study: Charlotte Masser Cannot Pay for the Care She Needs

Charlotte was just 19 when the entire course of her life changed in a moment. She was driving home from classes on an early winter evening. The daytime temperatures were warm, leaving the roads wet from melting snow. When the sun set, the mercury dipped rapidly. Charlotte couldn’t see the patch of black ice on the overpass. She lost control of her car and crashed.

March 16,
2023

Webinar Replay: Is Your Living Trust Properly Funded

Creating your trust is very important. Now is always the time to fund your living trust. It is imperative to fund or put assets into your living trust for a variety of reasons. Watch this webinar to learn more.

March 16,
2023

Estate Planning for Young Couples: Affordable Options and Tools to Protect Your Loved Ones and Assets

It's not uncommon for younger couples to prioritize other financial goals before purchasing a home, such as paying off student loans, saving for retirement, or building an emergency fund. If a couple has established a substantial nest egg, it could potentially put them in a good position to purchase a home when they're ready.

March 14,
2023

Does Your Retirement Plan Include a Living Trust?

One of the best things you can do for yourself and your family is to plan for retirement. This includes saving money and also thinking about how you will use that money once you retire. One retirement planning tool that is often overlooked is the living trust. A living trust can be a great way to manage your assets and ensure that your wishes are fulfilled after you die. A living trust has many benefits and can help you in retirement.

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