Elder Law Services Archive

August 30,
2024

Webinar Replay: Essential Legal Documents for Young Adults

Did you miss our recent webinar on the Differences Between a Revocable and Irrevocable Trusts? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording.

August 14,
2024

Trustee Duties: Checklist and Things to Know

Although there are many ins and outs of what makes or breaks a trust, having a good trustee to carry it out is just as important as the terms of the trust itself. Both first-time and experienced trustees alike will need to understand their trustee duties and responsibilities to best meet the requirements laid out in the trust.

August 12,
2024

4 Essential Tips for Choosing the Right Care Facility for Your Aging Parents

Navigating the decision to place a loved one in a care facility is a heart-wrenching process. We understand how daunting this journey can be. The thought of entrusting someone else with the care of your aging parents can be overwhelming. At AmeriEstate Legal Plan, we’ve helped countless families through this transition, ensuring they have the necessary legal protections in place. To help ease your burden, here are four essential tips to consider when looking for a care facility for your aging parents.

July 31,
2024

How to Protect Your Inheritance from Divorce and Ex-Spouses

Imagine that upon your death, you leave your assets to your children. They all have good jobs, manage their finances […]

July 17,
2024

What Is a Survivor’s Trust?

Parents care deeply about their children, saving up money for college and taking steps to leave behind an inheritance. Part of financial planning involves anticipating potential tax burdens. For example, a 20% tax on just $300,000 would be $60,000. Some married couples set up a survivor’s trust to avoid such exorbitant tax rates. What is a survivor's trust and what are the benefits?

July 08,
2024

The Hidden Risks of Joint Bank Accounts with Your Children

At AmeriEstate Legal Plan, we often hear from clients who believe that adding their children to their financial accounts is a simple and cost-effective way to manage their assets. Banks frequently suggest this approach, and it might seem like a logical and convenient solution. However, the reality is that this decision can lead to significant legal and financial pitfalls.

June 18,
2024

Does a Living Trust Need To Be Recorded in California?

Are you considering setting up a trust for your heirs but are concerned about your estate affairs becoming public knowledge? At AmeriEstate, we understand your desire to keep your estate private. Fortunately, when you create a living trust in California, you do not need to record the document with the county or state. Establishing a revocable trust protects your assets and maintains your privacy. Living trusts are an important estate planning tool that provides numerous benefits for you and your heirs, not the least of which is keeping your trust out of public records.

June 04,
2024

The Importance of Estate Planning for Military Personnel

Military personnel, both active duty and veterans, dedicate their lives to serving their country with honor and courage. With all the demands of service, it's crucial to think about another important aspect, estate planning. This ensures your wishes are respected and your loved ones are cared for in the event of unforeseen circumstances. It's important for both active military personnel and veterans to establish a living trust or, at the very least, power of attorneys and healthcare directives.

May 21,
2024

Free Living Trust Seminars at Your Finger Tips and on Your Timeframe

In today's busy world, attending in-person seminars might not always be feasible. That's why we've created two informative free living trust seminars that you can watch from the comfort of your own home, at any time that fits your schedule. Our goal is to make estate planning accessible and understandable for everyone, regardless of their schedule or location.

May 21,
2024

Does Marriage Ever Override a Trust?

Getting married is a joyful time. Though there is much to celebrate, there is also much to consider when you join your life to another person’s life. One area you may overlook is the impacts on your estate plan and any trusts that are or become a part of it.

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