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.

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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.

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Estate Planning Tips for the Holidays | AmeriEstate Legal Plan
November 16,
2021

Estate Planning Tips for the Holidays

When you think about family gatherings that the holidays always bring, using these occasions to discuss estate planning topics probably doesn’t immediately cross your mind. But wait a minute. If your family is like most, the ongoing pandemic has drastically curtailed the amount of time you spend together. If you don’t talk about estate planning now, when will you discuss this all-important topic?

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What Goes Into a Will? | AmeriEstate Legal Plan
November 04,
2021

What Goes Into a Will?

Have you made your last will and testament yet? A recent AARP survey found that 40% of Americans over age 45 don’t have one. If you’re one of them, or even if you’re younger than 45, you really should consider making a will. Why?

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How You Can Easily Grow Your Law Practice by Becoming an AmeriEstate Partner | AmeriEstate Legal Plan
October 26,
2021

How You Can Easily Grow Your Law Practice by Becoming an AmeriEstate Partner

As an attorney, you wear two distinct hats. You provide advice, counsel, representation and other legal services to your clients. You also seek ways to grow and expand your practice. Obviously, the two go hand-in-hand. Nevertheless, you may find yourself spending so much time on the former that you have little time left over to devote to the latter. What to do? The answer may well be to become an AmeriEstate Partner, especially if you’re not currently offering estate planning services.

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Save For Retirement Week | AmeriEstate Legal Plan
October 19,
2021

Save For Retirement Week

There’s no doubt that you’ll retire someday. When you do, you obviously will need sufficient income on which to live. But where will this money come from? The answer to that would be Save For Retirement Week, which is also known as National Retirement Security Week.

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National Estate Planning Awareness Week (Oct. 19-25) | AmeriEstate Legal Plan
October 13,
2021

National Estate Planning Awareness Week (Oct. 19-25)

National Estate Planning Awareness Week is almost here! This year, it’s Oct. 19-25. Yes, the U.S. House of Representatives really did establish this “holiday” back in 2008 via House Resolution 1499 after discovering that not only do over 120 million Americans lack an up-to-date estate plan but also that two-thirds of older Americans say they don’t feel they have sufficient knowledge to establish one.

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