The Joint Tenancy Nightmare of Claudia Grace | AmeriEstate Legal Plan
August 10,
2020

The Joint Tenancy Nightmare of Claudia Grace

There are many reasons to want to avoid probate: it becomes a matter of public record, it can cost your heirs a lot of money, and it can sometimes take years. For these reasons, many people take it upon themselves to try and avoid probate at all costs.

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How Much Does It Cost To Set Up a Living Trust? | AmeriEstate Legal
August 04,
2020

How Much Does It Cost To Set Up a Living Trust?

The most common choice you have when setting up an estate plan is the choice between a will and a living trust. A will is always a one-way ticket to probate unless your estate falls below a minimum threshold of value. In many states, the minimum threshold is about $50,000. In California, that threshold is $165,250.

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How Can a Special Needs Trust Affect Supplemental Security Income? | AmeriEstate Legal Plan
July 20,
2020

How Can a Special Needs Trust Affect Supplemental Security Income?

Making allocations for loved ones with special needs requires special care. Unlike other beneficiaries of your estate, your loved ones with special needs cannot inherit money directly. Doing so could put their Medicaid benefits at risk. If you wish to provide for an individual with special needs, it is vital you adhere to specific estate planning strategies.

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How is a Living Trust Different from a Will? | AmeriEstate Legal Plan
July 13,
2020

How is a Living Trust Different from a Will?

If you are going through the estate planning process, you may find it confusing. There are several options available to you, so this is natural. Many people wonder whether they should have a will, or trust, or both.

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AmeriEstate | Capital gains tax and deferred sales trusts
July 06,
2020

Capital Gains Tax and Deferred Sales Trusts

If you are considering a deferred sales trust, it is vital that you understand the relationship between capital gains tax and the deferred sales trust. In many situations, a deferred sales trust is a great way to avoid losing a lot of money to capital gains tax, but to reap the benefits you must engage in careful estate planning.

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What are the benefits of a Charitable Remainder Trust? | AmeriEstate Legal Plan
June 26,
2020

What are the benefits of a Charitable Remainder Trust?

When estate planning many people wish to use their assets to help fund their favorite charities, in addition to providing for their families and loved ones. Donating can make a lasting impact on charities and you and your family can also reap tax benefits. The most popular variety of charitable trust is a charitable remainder trust.

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calculating estate taxes
June 18,
2020

Are Distributions from a Trust Taxable?

If the total estate, including assets held personally or in trust which exceed the exemption, then the estate will be subject to estate taxes of approximately 40% of all assets that exceed the exemption.

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