Retirement Plans are Changing in 2025: What to Know | AmeriEstate Legal Plan
December 02,
2024

Retirement Plans are Changing in 2025: What to Know

Retirement planning is evolving, and staying informed about these changes is critical for securing your financial future. Starting in 2025, the IRS will increase the maximum contribution limits for 401(k) and similar retirement plans. Individuals will be able to contribute up to $23,500 annually, up from $23,000 in 2024. Workers aged 60 to 63 can make additional "super" catch-up contributions of $11,250, allowing a total annual contribution of $34,750.

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Estate Planning Considerations for Diverse Couples and Families | AmeriEstate Legal Plan
December 02,
2024

Estate Planning Considerations for Diverse Couples and Families

Proper estate planning is so important for anyone who has assets they wish to protect. Estate planning ensures that your wishes are honored; your assets are distributed as you intend, and your loved ones are cared for. While the 2015 Supreme Court ruling that legalized same-sex marriage created significant opportunities for LGBTQ couples, there are still unique challenges they need to consider.

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When a Loved One Passes - 7 Steps Administering Their Trust | AmeriEstate Legal Plan
November 06,
2024

When a Loved One Passes: 7 Steps Administering Their Trust

Losing a loved one is challenging, and the responsibility of managing their estate can add to this difficulty. If you’re entrusted with administering a living trust, understanding each step and your responsibilities can make the journey smoother. Trust administration can indeed be complex, but with the right guidance, it’s manageable.

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What Happens If You Can’t Access Your Spouse’s Accounts in an Emergency? | AmeriEstate Legal Plan
September 19,
2024

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.

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Managing Out-of-State Properties in a California Estate Plan | AmeriEstate Legal Plan
September 16,
2024

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?

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4 Types of Intellectual Property and How to Protect It with an Estate Plan | AmeriEstate Legal Plan
September 13,
2024

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.

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