AmeriEstate Legal Plan, Inc.

January 01,
2023

The Importance of an Estate Plan for Domestic Partnerships

Estate planning is a necessary process for all individuals, regardless of marital status or the number of assets they have accumulated. The need for an estate plan, however, becomes even more pressing for domestic partners who are not married. For example, if one partner dies without a plan and the other does not want to move out of the house because he or she does not want to let go of the family home, it could result in significant legal disputes. This is why it is important to be informed and prepared when it comes to your estate.

December 31,
2022

Do Millennials Really Need A Living Trust?

Millennials are often inundated with student loan debt, high housing costs, and other financial obligations. And while it might seem like the last thing on their minds, millennials should actually be considering getting a living trust. Millennials are often a very tech-savvy group, as well as the most educated generation in history. This is why it may seem surprising that estate planning is something that many millennials often do not consider. While it is not required to have a living trust, it is something that all adults should consider, especially if they have any assets or property that they wish to be protected.

December 30,
2022

Why Partner with AmeriEstate for Your Client’s Estate Planning Needs?

As a financial professional, you are very aware of the value that deep client relationships provide. You want to be able to serve the needs of your client in as many ways as possible, so that they continue to work with you for years. However, depending on your expertise, you may find it challenging to provide comprehensive assistance in a key area: estate planning.

December 27,
2022

Now is the Time to Update Your Estate Plan

If you currently have an estate plan in place: congratulations! You are ahead of many Americans when it comes to taking charge of your assets and protecting your family. However, an estate plan is not a “set-it-and-forget-it” document. If you have not updated your estate plan in a few years, it is likely time for you to revisit it.

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.

The Importance of an Estate Plan for Domestic Partnerships

Do Millennials Really Need A Living Trust?

Why Partner with AmeriEstate for Your Client’s Estate Planning Needs?

Now is the Time to Update Your Estate Plan

Case Study: Peter Kenneth’s Children

Four Celebrities Who Died Without Wills

Annual Gift Tax Exclusion: Use It or Lose It

A Vacation Estate Plan Is Better Than Nothing

A Guide to Trust Settlement

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

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