Where Should You Keep Your Estate Planning Documents? | AmeriEstate Legal Plan
February 14,
2023

Where Should You Keep Your Estate Planning Documents?

Your estate planning documents are invaluable. They provide acknowledgment of your wishes for distributing assets to heirs and legal documents for handling those assets. Your estate plan also establishes elder and end-of-life decisions for your care. You should keep them in a safe location and ensure trusted individuals know where they are and how to access them.

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How Subscriptions Can Cause Financial Drain | AmeriEstate Legal Plan
February 09,
2023

How Subscriptions Can Cause Financial Drain

With the arrival of the New Year, many of us have started to implement working towards our resolutions. One popular resolution is to save money. If you're looking to save money in the New Year, there are a few things you can do. First, take a look at your spending habits. Where are you spending too much money? Are there any areas where you can cut back?

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Downsizing in Retirement | AmeriEstate Legal Plan
February 06,
2023

Downsizing in Retirement

If you are nearing retirement age or already there, you may find that your current home no longer fits your needs. Whether your house has too much square footage to keep up with, your maintenance costs are too high, or both, downsizing provides a possible solution. However, trends in the housing market and taxes could lead to potential challenges. You may overcome some of them with careful planning and research.

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Discover the Benefits of Partnering With AmeriEstate
January 24,
2023

Discover the Benefits of Partnering With AmeriEstate

As a financial advisor, you play a critical role in helping your clients secure their assets and plan for their futures. At some stage, you likely turn them over to an attorney to help them prepare official legal documents.If you do not offer this service in-house, you must refer them to an external legal service. When you partner with AmeriEstate, we provide you with the benefits of offering in-house attorneys to handle your clients’ needs.

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January 17,
2023

Case Study: Sarah Jane O’Conner Can’t Move On

Sarah Jane’s husband passed away 12 years ago, leaving her alone in the large house they raised their two children in. Knowing that the house was the most substantial asset she could pass on to her children, Joe and Laura, Sarah Jane wanted to ensure she protected it.

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Are You Leaving Money on the Table by Not Offering Estate Planning to Your Clients? | AmeriEstate Legal Plan
January 10,
2023

Are You Leaving Money on the Table By Not Offering Estate Planning Services to Your Clients?

If you work in finance, you know that establishing and maintaining trusted professional relationships with your clients is the only way to grow your business. You also know the importance of proper estate planning when planning for your clients’ financial futures. No matter what interests or asset levels they have, all of them will require estate planning services. Many will ask for such help directly.

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Promising New Blood Test for Alzheimer's | AmeriEstate Legal Plan
January 07,
2023

Promising New Blood Test for Alzheimer’s

Approximately 6.5 million Americans are living with Alzheimer’s. Though the incidence rate is declining, the growing number of citizens in the over-65 age group means that the numbers for those with the disease will likely continue to rise in the coming years.

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Warn Your Family About the 'Grandparent Scam' | AmeriEstate Legal Plan
January 07,
2023

Warn Your Family About the ‘Grandparent Scam’

Seniors are a vulnerable population that scammers notoriously take advantage of. In the age of technology, it’s become much easier to con seniors. Many seniors may have email addresses, social media accounts and cell phones that make them easier targets for scammers.

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