Do you have a child, family member, or friend of someone with special needs? In this webinar, we discussed the differences between Special Needs Trusts and Supplemental Needs Trusts.
The post Special Needs Trusts and Supplemental Needs Trusts: Protecting Public Benefits and Providing for Individuals with Disabilities appeared first on AmeriEstate Legal Plan, Inc..
Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we’ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let’s review what the five categories are and the benefits of working with AmeriEstate’s estate planning process.
The post Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns appeared first on AmeriEstate Legal Plan, Inc..
The financial aspects of a divorce are often equally as challenging as the emotional fallout. The decisions a couple makes when splitting up can impact future generations. Even amicable splits don’t always go the way those involved expect at the time. The Sanderson children found this out the hard way.
The post Case Study: The Sandersons Lose a Legacy appeared first on AmeriEstate Legal Plan, Inc..
When you think about estate planning you probably have some idea of what it is. Perhaps you think it is something only wealthy people need to do, or you may think you have plenty of time to create one. Regardless, an estate plan is important, regardless of income bracket or age.
The post 5 Things You Should Know About Estate Planning appeared first on AmeriEstate Legal Plan, Inc..
Divorce presents numerous financial complexities when children are involved, leading to detailed custody plans that spell out monetary arrangements. However, when parents remarry, they often don’t consider the financial repercussions that may result from their new marriage and impact their children. Unfortunately, this kind of oversight can negatively affect stepchildren if the biological parent dies after remarrying, which is what happened with Charles Reinhold’s children.
The post Case Study: Unintentional Oversight Leads to Losses for Stepchildren appeared first on AmeriEstate Legal Plan, Inc..
When clients come to you seeking financial advice or wishing to establish a financial plan, their goal is likely growing their wealth. They might not understand that solid financial planning includes asset protection measures. Protecting their wealth ensures they maintain as high a level of security as possible now and in the future.
The post Why Estate Planning Is an Important Component of Financial Planning appeared first on AmeriEstate Legal Plan, Inc..
At AmeriEstate, we get numerous questions about why we recommend estate planning to our clients. There are misconceptions about what one is and why having one is an important measure for protecting assets. We want to dispel the most common estate planning myths, so you can make informed decisions when planning for the future.
The post Everyday Myths About Estate Planning appeared first on AmeriEstate Legal Plan, Inc..
