Financial Planning Archive

June 08,
2022

An Essential Estate Planning Gift for Your Graduate: I.C.E. Card

If your child is graduating from high school this spring, you and your family are about to undergo a major change. The person you have raised for the past 18 years is no longer a child. The law says that they are now legally an adult and can make decisions on their own, without your consent or interference.

June 01,
2022

What Are the Main Purposes of Trusts?

A trust is a legal document created for the benefit of your designated beneficiaries. Two types of trusts, revocable and irrevocable, serve different purposes including avoiding probate, reducing taxes, keeping information private, but probably the greatest benefit of a trust, is that it gives you peace of mind knowing that you have provided for your family members and others exactly the way you want to.

May 25,
2022

The Importance of Changing Your Bank Account Title to the Name of Your Trust

Putting your bank account title in the name of your trust is vital if you wish those funds to held in the trust. You create a living trust and fund it by placing assets into it. Your bank being one of those assets. But how do you go about transferring your chosen accounts into your trust?

Webinar Replay - Divorced or Remarried: Why you need to update or create an Estate Plan

May 18,
2022

Webinar Video – Divorced or Remarried: Why you need to update or create an Estate Plan

Divorce is emotional and difficult, updating or creating your estate plan after divorce shouldn’t be. Our webinar helps you understand everything you need to know about revising your existing estate plan or creating a new estate plan. As Estate Planning experts, we can help you navigate through this process.

May 18,
2022

Medical Power of Attorney Versus Financial Power of Attorney: Do You Need Both?

The two main Power of Attorney types you may wish to consider adding to your overall estate plan are a Medical Power of Attorney and a Financial Power of Attorney. These extend the power to others to act on your behalf when you cannot. Learn the benefits and differences of these two documents that aid you times of crisis.

May 11,
2022

Understanding AmeriEstate’s 3 Business Partner Platforms

Whether you’re a CPA, a Realtor, a Certified Financial Planner, an investment advisor or other financial professional, your clients look to you for advice. Yet there is one thing you can’t provide for them that is absolutely vital: an Estate Plan. Learn about our 3 Business Partner Platforms to do just that.

April 27,
2022

AmeriEstate Partnership: A Better Way to Protect Your Clients’ Digital Assets

Regardless of what kind of financial professional you are, from CPA to investment advisor to financial planner, your clients all have valuable digital assets that they need to protect, like personal files stored on the cloud, social media accounts or cryptocurrencies. Furthermore, they may well expect you, as their trusted advisor, to help them do this.

April 20,
2022

The Importance of Correct Deed Preparation and Recording

Buying a home is an investment. Being one of the largest investments you make during your lifetime, you want to […]

April 19,
2022

Webinar Video: Advantages of Corporations and LLC’s

Starting a New Business or Already Have One? What are the Advantages/Disadvantages of Corporations or LLC? This webinar will help you understand the important differences between the various corporations; and help you determine the right corporation for you and your business.

April 13,
2022

How to Effectively Manage Your Debt Load

With new homes selling for an average of $453,700 and new cars costing an average of $47,077, few of us have the resources to pay cash for the things we buy.

An Essential Estate Planning Gift for Your Graduate: I.C.E. Card

What Are the Main Purposes of Trusts?

The Importance of Changing Your Bank Account Title to the Name of Your Trust

Webinar Video – Divorced or Remarried: Why you need to update or create an Estate Plan

Medical Power of Attorney Versus Financial Power of Attorney: Do You Need Both?

Understanding AmeriEstate’s 3 Business Partner Platforms

AmeriEstate Partnership: A Better Way to Protect Your Clients’ Digital Assets

The Importance of Correct Deed Preparation and Recording

Webinar Video: Advantages of Corporations and LLC’s

How to Effectively Manage Your Debt Load

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