Understanding the Probate Process | AmeriEstate Legal Plan
June 22,
2022

Understanding the Probate Process

You probably have heard about probate, but do you know what it actually is or how it works? Probate is a legal process in which your county's probate court determines the assets you own at the time of your death. It essentially determines the validity of a will. If a will is found to be authentic, the assets listed in the will are distributed as specified in the document.

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Pros and Cons of Do-It-Yourself Estate Plans | AmeriEstate Legal Plan
June 15,
2022

Pros and Cons of Do-It-Yourself Estate Plans

If you’re a confirmed do-it-yourselfer, you’ve probably completed many DIY projects for your home and yard. After all, why hire a professional to paint your living room when you can do an adequate job yourself? While home improvement projects are ripe with DIY opportunities, not all areas of your life are equally amenable to the DIY approach.

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An Essential Estate Planning Gift for Your Graduate - I.C.E. Card | AmeriEstate Legal Plan
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.

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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.

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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.

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AmeriEstate Partnership - A Better Way to Protect Your Clients’ Digital Assets | AmeriEstate Legal Plan
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.

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