AmeriEstate Legal Plan, Inc.

December 03,
2023

Storing Your Estate Planning Documents in a Safe Place

Getting organized as the year draws to a close in December sets the tone for a fresh start in 2024. A pivotal part of this preparation should be storing your estate planning documents. Ensuring these critical papers are secure yet accessible becomes an integral aspect of laying the groundwork for a well-prepared future.

November 20,
2023

Putting a House in a Trust: An Introductory Guide

If you’re like many, your most valuable asset is your home and it’s one you hope to pass on to your heirs after you die. An important component of estate planning is ensuring a transfer of assets to your loved ones with as little financial and emotional repercussions as possible. Putting a house in trust can accomplish that.

November 17,
2023

Homeowners’ Exemption vs. Homestead Exemption: Understanding the Difference

As a homeowner, you may be familiar with the Homeowners' Exemption, a benefit that helps reduce your property taxes. However, there's another exemption called the Homestead Exemption that serves a completely different purpose. Below is our explanation of both and how each of them works.

November 17,
2023

Caring for Loved Ones with Mental Health Challenges: The Dual Role of Conservatorships and Living Trusts

Caring for a family member with mental health issues can be a deeply emotional and challenging task. It involves providing emotional support but also making important decisions about their well-being and financial matters. In these situations, establishing a conservatorship and creating a living trust can play a pivotal role in ensuring the best interests of your loved one.

November 06,
2023

Can a Beneficiary Refuse a Trust Distribution?

A great deal of thought goes into designating who inherits your assets. Furthermore, establishing a trust to protect your beneficiaries’ best interests is often a complex endeavor. At AmeriEstate, we want to ensure you have the information and tools you need to safeguard your assets for the future.

October 26,
2023

3 Reasons to Seriously Consider Using a Living Trust for Your Family’s Inheritance

When it comes to planning your estate and ensuring a smooth transfer of your assets to your loved ones, the choice between a living trust and a will is a crucial decision. While both serve the purpose of distributing your assets big or small, a living trust offers several distinct advantages.

October 24,
2023

Safely Passing on Your Inheritance to Heirs: A Guide to Secure Wealth Transfer

Passing an inheritance to your heirs is a meaningful way to provide financial security and support for your loved ones after you're gone. However, ensuring a safe and seamless transfer of wealth involves careful planning. Have an estate plan in place to safely pass on an inheritance to your heirs.

October 24,
2023

10 Steps to Settling an Estate

If you are the executor of an estate, you have an important role to play after the estate owner passes. Whether for a family member or friend, the process can be overwhelming at a time when you are likely experiencing significant emotional stressors. However, taking the right steps to settle the estate is a legal and functional necessity.

October 10,
2023

What You Need To Know About Setting Up a Will

A will is an essential element of an estate plan. It specifies your wishes for distributing assets to your heirs, establishes guardianship preferences for dependent children, and stipulates your desires for post-death arrangements. A will protects your assets, allowing you to determine what happens to them after you die, and alleviates guardianship decisions for dependents if both parents die.

September 27,
2023

AmeriEstate Legal Plan: Celebrating 25 Years of Personalized Estate Planning Excellence

It's a remarkable milestone for AmeriEstate Legal Plan as we celebrate our 25th anniversary. From our humble beginnings to serving over 45,000 clients today, our journey has been nothing short of extraordinary.

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