Case Study - Charlotte Masser Cannot Pay for the Care She Needs | AmeriEstate Legal Plan
March 21,
2023

Case Study: Charlotte Masser Cannot Pay for the Care She Needs

Charlotte was just 19 when the entire course of her life changed in a moment. She was driving home from classes on an early winter evening. The daytime temperatures were warm, leaving the roads wet from melting snow. When the sun set, the mercury dipped rapidly. Charlotte couldn’t see the patch of black ice on the overpass. She lost control of her car and crashed.

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Does Your Retirement Plan Include a Living Trust? | AmeriEstate Legal Plan
March 14,
2023

Does Your Retirement Plan Include a Living Trust?

One of the best things you can do for yourself and your family is to plan for retirement. This includes saving money and also thinking about how you will use that money once you retire. One retirement planning tool that is often overlooked is the living trust. A living trust can be a great way to manage your assets and ensure that your wishes are fulfilled after you die. A living trust has many benefits and can help you in retirement.

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Being Prepared for Long-Term Care | AmeriEstate Legal Plan
March 14,
2023

Being Prepared for Long-Term Care

Nearly 70% of seniors aged 65 and over need long-term care at some point in their lives, yet most aren’t prepared for the financial burdens of this type of care. Depending on your age, you might not have given the possibility of long-term care (LTC) much thought. You might also assume your health insurance will cover it.

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Tax Tips for Filing | AmeriEstate Legal Plan
March 07,
2023

Tax Tips for Filing

It’s tax season, a time of year that fills many of us with dread. If you fear you haven’t done enough over the past year to reduce your tax burden, potentially leaving you stuck with a high bill, we’ve got some tips that can help you even this late in the game. We also cover common mistakes that can lead to an unwelcome surprise when the Internal Revenue Service (IRS) catches them.

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Case Study - Parental Entanglement Results in Financial Blow | AmeriEstate Legal Plan
February 28,
2023

Case Study: Parental Entanglement Results in Financial Blow

Too often, people do not realize how crucial it is to create and maintain an estate plan. Documents such as living trusts protect your assets and your family should you become incapacitated or pass away. Unfortunately for Cecilia Cordova’s parents, their daughter did not have one, and now they are dealing with the financial repercussions.

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Beneficial Distribution to Minors | AmeriEstate Legal Plan
February 27,
2023

Beneficial Distribution to Minors

A properly crafted Estate Plan should always contain well written distribution provisions when the recipient is a minor.  The Creator of the Estate Plan firsts needs to determine the age of partial or outright distribution. This can be any age but a common guideline, but not required, might be upon the recipient attaining the age of twenty-five years.  This does not mean that no distributions are available to the recipient prior to that age. 

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Small Business and Side Hustle Protection | AmeriEstate Legal Plan
February 26,
2023

Small Business and Side Hustle Protection

With the rise of the gig economy, many people are seeking alternative ways to supplement their income or pursue their passions. From freelance writing and graphic design to selling handmade goods on online marketplaces, the options for starting a side hustle or small business are virtually endless. Whether you're tech-savvy and want to start a software development business, creative and want to start a design studio, or entrepreneurial and want to start a retail store, the opportunities for starting a side hustle or small business are vast and varied.

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Common Myths About Estate Plan Avoidance | AmeriEstate Legal Plan
February 21,
2023

Common Myths About Estate Plan Avoidance

Clients who contact you about estate planning may have questions about why they need AmeriEstate to help them create their plan. They might not realize why it’s crucial and opt for other ways to create an estate plan that doesn’t protect their assets. As you guide them through a discussion about estate planning, be prepared to dispel the myths your clients may have heard.

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