The Hidden Risks of Joint Bank Accounts with Your Children | AmeriEstate Legal Plan
July 08,
2024

The Hidden Risks of Joint Bank Accounts with Your Children

At AmeriEstate Legal Plan, we often hear from clients who believe that adding their children to their financial accounts is a simple and cost-effective way to manage their assets. Banks frequently suggest this approach, and it might seem like a logical and convenient solution. However, the reality is that this decision can lead to significant legal and financial pitfalls.

Read more


Does a Living Trust Need To Be Recorded in California? | AmeriEstate Legal Plan
June 18,
2024

Does a Living Trust Need To Be Recorded in California?

Are you considering setting up a trust for your heirs but are concerned about your estate affairs becoming public knowledge? At AmeriEstate, we understand your desire to keep your estate private. Fortunately, when you create a living trust in California, you do not need to record the document with the county or state. Establishing a revocable trust protects your assets and maintains your privacy. Living trusts are an important estate planning tool that provides numerous benefits for you and your heirs, not the least of which is keeping your trust out of public records.

Read more


The Importance of Estate Planning for Military Personnel | AmeriEstate Legal Plan
June 04,
2024

The Importance of Estate Planning for Military Personnel

Military personnel, both active duty and veterans, dedicate their lives to serving their country with honor and courage. With all the demands of service, it's crucial to think about another important aspect, estate planning. This ensures your wishes are respected and your loved ones are cared for in the event of unforeseen circumstances. It's important for both active military personnel and veterans to establish a living trust or, at the very least, power of attorneys and healthcare directives.

Read more


Free Living Trust Seminars at Your Finger Tips and on Your Timeframe | AmeriEstate Legal Plan
May 21,
2024

Free Living Trust Seminars at Your Finger Tips and on Your Timeframe

In today's busy world, attending in-person seminars might not always be feasible. That's why we've created two informative free living trust seminars that you can watch from the comfort of your own home, at any time that fits your schedule. Our goal is to make estate planning accessible and understandable for everyone, regardless of their schedule or location.

Read more


Does Marriage Ever Override a Trust? | AmeriEstate Legal Plan
May 21,
2024

Does Marriage Ever Override a Trust?

Getting married is a joyful time. Though there is much to celebrate, there is also much to consider when you join your life to another person’s life. One area you may overlook is the impacts on your estate plan and any trusts that are or become a part of it.

Read more


Should Your Yacht Be in a Trust? | AmeriEstate Legal Plan
April 30,
2024

Should Your Yacht Be in a Trust?

Owning a yacht provides hours of fun and joy out on the open waters, but your boat is more than just entertainment. It’s a significant investment, and one you likely want to protect. However, the right kind of insurance isn’t enough to safeguard your yacht, especially if you want your heirs to inherit it after you pass. Revocable trusts offer numerous protections for you and your beneficiaries, so should your yacht be in a trust?

Read more


Why You Need Estate Planning Before Your Next Vacation | AmeriEstate Legal Plan
April 23,
2024

Why You Need Estate Planning Before Your Next Vacation

Vacations are meant to be a time of relaxation, exploration, and making memories with loved ones. Between the excitement of planning your trip and packing your bags, there's one important task that often gets overlooked: having the proper legal documents completed. Whether you're jetting off to a tropical paradise or embarking on a cross-country road trip, having a living trust or at least your Power of Attorney and Health Care Directive in place is crucial for ensuring your affairs are in order, especially if you're traveling out of the country or across state lines. In this blog, we'll explore the importance of having a living trust before your next vacation and why it's essential for peace of mind.

Read more


The Cost of Dying in 2024: Navigating the Challenges with AmeriEstate
April 16,
2024

The Cost of Dying in 2024: Navigating the Challenges with AmeriEstate

Losing a loved one is one of the most challenging experiences anyone can face in their lifetime. Along with the emotional turmoil, families are suddenly burdened with administrative tasks and financial responsibilities, which can worsen the grieving process and add significant stress. The 2024 Report by Empathy, The Cost of Dying, sheds light on the extensive challenges families encounter when dealing with the aftermath of a loved one's passing, highlighting the importance of planning ahead to alleviate some of the burdens associated with the cost of dying.

Read more