AmeriEstate Legal Plan, Inc.

December 21,
2022

Case Study: Peter Kenneth’s Children

Like many Americans, Peter Kenneth’s first marriage ended in a divorce. Overall, the split was amicable and he was able to move forward and co-parent with his first wife, Lena, who had primary custody of their daughter, Elizabeth.

December 13,
2022

Four Celebrities Who Died Without Wills

No matter your age or financial status, you need to make a Last Will and Testament. The sooner you can do this the better. Should you die without a Last Will and Testament, your assets are subject to intestacy laws, which will not take whatever wishes you may have had into account.

December 06,
2022

Annual Gift Tax Exclusion: Use It or Lose It

As the year winds down, it’s time to think about your 2022 estate planning strategies for reducing taxes. One of the simplest ways to do this is to make use of your annual gift tax exclusion. For 2022, the amount of your annual gift tax exclusion is $16,000 for an individual and $32,000 for a married couple making a joint gift.

November 29,
2022

A Vacation Estate Plan Is Better Than Nothing

Research estimates that as many as 60% of American adults don’t have any type of will or estate plan. People commonly put off estate planning for a variety of reasons. Some people may think they have plenty of time to plan their estates, so they continue to put off the responsibility until it may be too late.

November 22,
2022

A Guide to Trust Settlement

If someone names you as trustee of their trust, it’s important for you to know what duties you will have to perform once they pass away in order to legally transfer the trust’s assets to its beneficiaries. This process is known as trust settlement, and can take between 12-24 months depending on the trust’s complexity.

November 21,
2022

Have an A-B Trust? Crucial Settlement Information You Need to Know if You Become the Surviving Spouse

If you and your spouse set up an A-B trust in years past, you are not alone. Since our inception in 1998, many of our married clients have established such trusts with the help of AmeriEstate Legal Plan, Inc. If your spouse dies, however, you, as the surviving spouse, must take more-or-less immediate steps to “settle” this trust and give it new forms.

November 15,
2022

How a Comprehensive Estate Plan Can Prepare You for Uncertain Times

Between the pandemic, skyrocketing inflation, and now a de facto recession, it’s been a rough couple of years. If you’re like many people, you may feel like things are out of your control. Regardless of how many bad things are happening in the world, to think you have no control is simply untrue. You have more control than you realize. You are responsible for the decisions that determine where you end up in life and there major ones that you need to take into consideration now before it’s too late.

November 11,
2022

Tips for Decreasing Your Tax Burden

A tax burden is the responsibility of an individual or a group of people to pay a greater portion of the existing taxes. There are many things you can do to decrease your tax burden, like utilizing a health savings account, maximizing your retirement contributions, turning investment losses into gains and more!

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.

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