AmeriEstate Legal Plan is marking its 20th anniversary providing affordable access to legal expertise in all areas of estate planning, living trusts, wills, elder law, and tax deferral strategies.
AmeriEstate Legal Plan, Inc. is celebrating 20 years of providing access to legal expertise in all areas of estate planning, living trusts and wills, trust administration, life-care benefit planning, elder law, asset protection and capital gains deferral strategies.
The foundation of AmeriEstate’s services is their Legal Access Plan, which can match their members with a qualified attorney in virtually any legal matter in all 50 states. In addition, AmeriEstate professionals are estate planning experts who are passionate about helping each family avoid the delays and legal complications of probate, avoid unnecessary taxes, and protect their financial assets.
Over the past twenty years, the company has been successful at evolving and staying ahead of changing laws and regulations. Since its formation in 1998, AmeriEstate Legal Plan, Inc. has served over 40,000 families. “We make it easy for our members to speak with a lawyer whenever they have a legal problem, regardless of the legal issue, and without fears of the cost,” declares Greg Reese, President of AmeriEstate. “And as estate planning experts, we are here to help each member manage their trust throughout their lifetime – and even beyond. So whenever a person’s circumstances change, we are just a phone call away.”
Mr. Reese continues regarding the company’s 20th anniversary, “The sense of family and community at AmeriEstate is still strong. Over the past 20 years, we have served over 40,000 customers in six states and counting, one customer at a time. I think that is the secret of our success. Everyone here has a passion for helping individuals and families protect what is important to them. We take tremendous satisfaction and pride in helping improve our customers’ lives. Whether we are helping families plan and organize their estates, protect important investment assets, navigate the often difficult challenges of long term care, or helping clients defer taxes on the sale of highly appreciated assets, we can see the difference we are making each and every day.”
Greg Reese is also a DST Trained and Approved trustee, allowing the company to form a specialized arrangement known as a Deferred Sales Trust, a strategy that legally allows the seller to defer capital gains taxes after the sale of appreciated assets.
Name: Greg Reese
Organization: AmeriEstate Legal Plan, Inc.
Address: 3525 Hyland Avenue, Suite 150, Costa Mesa, CA 92626, United States
For more information, please visit https://ameriestate.com/
Release ID: 410094
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