We are excited to announce a significant development within our AmeriEstate family. Amanda May, who has been a valuable member of our team for many years, has taken on a new role as Business Development Agent Support. In this capacity, Amanda will play a key role in ensuring our business partners and their clients have a seamless and smooth estate planning experience. Her expertise and dedication will further strengthen our commitment to delivering exceptional service.
Living trusts offer significant protections for your estate and heirs. You set them up with care and thought, but what happens when your circumstances or wishes change? Life isn’t static. You’ll want your trust to remain updated throughout your lifetime.
In this informative webinar we discuss the critical aspects of Advanced Health Care Directives (AHCD) and Do Not Resuscitate (DNR) forms. We provide valuable insight into the purpose and significance of AHCD, shedding light on the key differences between the two documents and equip you with the knowledge to make informed healthcare decisions.
Estate planning is a powerful tool that allows individuals to ensure their assets are distributed according to their wishes after they pass away. One scenario that often comes up during estate planning discussions is the decision to leave a small inheritance, such as $1.00, to an estranged relative.
A trust is a legal arrangement establishing parameters for the distribution of your estate after you pass. It also ensures your end-of-life wishes are followed and sets up who will handle your financial and medical affairs if you cannot do so. If you set up an irrevocable trust, you are the grantor and will probably choose a trustee to manage the trust.
Aging has benefits: the wisdom of a long life, the time to do the things you love, and the joys of being a grandparent. However, it also comes with its fair share of unique challenges, such as increasing health issues and concerns over the legacy you will leave behind. As you — or a loved one — move through the latter years of your life, you face unique challenges and heightened concerns about the future.
If you’re like many, you don’t really want to think about what happens if you sustain a serious injury or illness. It’s incredibly challenging if you are healthy. However, planning for it can provide a sense of relief for you and your loved one. You and they will know what to expect and what to do should you become incapacitated and no longer able to make decisions for yourself.
A Charitable Remainder Trust (CRT) allows you to donate to a favorite charity. However, the organization does not receive your donation until after you pass. While you are still alive, the assets held in trust work for you in multiple ways.
No matter where you are on your life’s journey, establishing measures that protect you, your loved ones and your assets is essential for long-term security. Contrary to what many believe, you don’t need significant wealth to benefit from estate planning.
In this informative webinar on the Power of Attorney, where we discuss its importance, when it is needed, and the different types of Power of Attorney. This session is designed to help you understand the intricacies of this legal document and empower you to make informed decisions.