When you think of the various documents inherent in estate planning, a medical power of attorney probably is not the first one that comes to your mind. Nevertheless, the importance of this document cannot be overstated. This is especially true during the new normal of the continuing pandemic caused by COVID-19 and its Omicron variant.
It’s that time of year again. Time to make your New Year’s resolutions. Instead of resolving the same old things like losing weight or exercising more, however, why not target your resolutions to estate planning this year? Here are six ideas to get you started.
According to a recent survey, 68% of Americans don’t have a will. And if they don’t have a will, they almost certainly don’t have any type of estate plan. Why is this?
Watch webinar video at bottom. Shauna A. Wekherlien, CPA and estate planning experts Jimmy Smith, Estate Planning Attorney, and Greg […]
When you set up a trust for your benefit or the benefit of one or more of your loved ones, that’s only the first step you need to take. The second step is to properly fund the trust. This doesn’t happen automatically. You need to be proactive.
Unfortunately, many people don’t think they need to make a last will and testament. They may think they’re too young or that they haven’t accumulated sufficient wealth to make a will necessary. If you are one of these people, you may wish to reconsider your ideas, especially after reading the following case study that exemplifies the problems the lack of a will can cause.
Watch webinar video at bottom. The holidays are the best time to talk to your parents and family about estate […]
Before you say good-bye to 2021, you would do well to make sure your finances are in order. Whether you do this for tax planning or estate planning purposes, or simply for the peace of mind it gives you, here is a year-end checklist with steps from AmeriEstate Legal Plan you may wish to take.
In an earlier blog, we gave you an overview of our AmeriEstate Business Partner Program and how becoming an AmeriEstate Business Partner can benefit both your clients and your law practice.
When you think about family gatherings that the holidays always bring, using these occasions to discuss estate planning topics probably doesn’t immediately cross your mind. But wait a minute. If your family is like most, the ongoing pandemic has drastically curtailed the amount of time you spend together. If you don’t talk about estate planning now, when will you discuss this all-important topic?