Caring for Loved Ones with Mental Health Challenges - The Dual Role of Conservatorships and Living Trusts | AmeriEstate Legal Plan
November 17,
2023

Caring for Loved Ones with Mental Health Challenges: The Dual Role of Conservatorships and Living Trusts

Caring for a family member with mental health issues can be a deeply emotional and challenging task.  It involves providing emotional support but also making important decisions about their well-being and financial matters. In these situations, establishing a conservatorship and creating a living trust can play a pivotal role in ensuring the best interests of your loved one.

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Can a Beneficiary Refuse a Trust Distribution? | AmeriEstate Legal Plan
November 06,
2023

Can a Beneficiary Refuse a Trust Distribution?

A great deal of thought goes into designating who inherits your assets. Furthermore, establishing a trust to protect your beneficiaries’ best interests is often a complex endeavor. At AmeriEstate, we want to ensure you have the information and tools you need to safeguard your assets for the future.

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10 Steps to Settling an Estate | AmeriEstate Legal Plan
October 24,
2023

10 Steps to Settling an Estate

If you are the executor of an estate, you have an important role to play after the estate owner passes. Whether for a family member or friend, the process can be overwhelming at a time when you are likely experiencing significant emotional stressors. However, taking the right steps to settle the estate is a legal and functional necessity.

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October 10,
2023

What You Need To Know About Setting Up a Will

A will is an essential element of an estate plan. It specifies your wishes for distributing assets to your heirs, establishes guardianship preferences for dependent children, and stipulates your desires for post-death arrangements. A will protects your assets, allowing you to determine what happens to them after you die, and alleviates guardianship decisions for dependents if both parents die.

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Amanda May's New Role in Business Development Agent Support
September 21,
2023

Amanda May’s New Role in Business Development Agent Support

We are excited to announce a significant development within our AmeriEstate family. Amanda May, who has been a valuable member of our team for many years, has taken on a new role as Business Development Agent Support. In this capacity, Amanda will play a key role in ensuring our business partners and their clients have a seamless and smooth estate planning experience. Her expertise and dedication will further strengthen our commitment to delivering exceptional service.

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4 Things to Know About Amending Living Trusts | AmeriEstate Legla Plan
September 19,
2023

4 Things to Know About Amending Living Trusts

Living trusts offer significant protections for your estate and heirs. You set them up with care and thought, but what happens when your circumstances or wishes change? Life isn’t static. You’ll want your trust to remain updated throughout your lifetime.

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