What Happens to a Living Trust After Death?
If you’re looking to protect your assets and support your children financially, you’re probably considering creating a living trust. Due […]
The Critical Document You Need Before a Medical Emergency: Advance Health Care Directive
What if you’re all alone in the hospital, and a medical team is prepping you for surgery, you’re disoriented, unable to answer their questions. Who will speak for you? What happens next? These are the moments that highlight just how vital an Advance Health Care Directive can be.
What Happens If You Can’t Access Your Spouse’s Accounts in an Emergency?
Recently, a woman called after her husband had suffered a severe heart attack. To her shock, she discovered that she couldn’t access their savings account because her husband was the only one named on it. Despite being married for over 12 years, she wasn’t able to transfer money to pay their bills. He had always handled their finances, and now, in a moment of crisis, she found herself with no access to the funds they relied on to keep their household running.
Managing Out-of-State Properties in a California Estate Plan
Imagine this: you’ve spent years building your dream life in California, with everything carefully planned for your future. But what happens to that charming vacation home in Oregon, or the rental property you inherited in Nevada? How do you make sure those out-of-state properties seamlessly become part of your legacy?
4 Types of Intellectual Property and How to Protect It with an Estate Plan
Let’s talk about intellectual property rights. You may have intellectual property and not even realize it. Should it be added to your estate plan? Absolutely, incorporating intellectual property into your estate planning documents can ensure your creative works, inventions, and trademarks are handled according to your wishes.
Do I Need an Attorney to Settle a Trust
Establishing a trust is an important part of ensuring your chosen beneficiaries can receive your assets according to your wishes. […]
The Hidden Dangers of DIY Estate Planning—Are You at Risk?
Imagine this scenario: You’ve completed your DIY estate plan, feeling confident that you’ve protected your loved ones from probate and its associated headaches. But months or even years later, your family finds themselves unexpectedly entangled in the probate court process—exactly what you were trying to avoid. How could this happen? DIY estate plans often miss crucial legal steps that, if not handled correctly, automatically trigger probate. Whether it’s failing to transfer assets into a trust, overlooking specific legal requirements, or simply not addressing state-specific laws, these seemingly small oversights can have huge consequences. Without the careful review of an attorney, your estate plan might not have the airtight protection you intended, leaving your family to face the time-consuming and costly ordeal of probate.
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.
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.
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.