TuckerAllen Blog

The TuckerAllen Blog provides useful insights about wills, trusts, estate administration and more. If you have questions, or are ready to talk to one of our attorneys about your wishes for you or your family, please contact us.

The Risks of Using Joint Tenancy to Avoid Probate

The Risks of Using Joint Tenancy to Avoid Probate

Owning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many shortcuts, it can produce unintended—and costly—consequences.

A Smart but Often Overlooked Way to Use Your Tax Refund

Every year, nearly 8 out of 10 U.S. tax filers receive a federal tax refund. According to a recent survey by TD Ameritrade, most of us plan to use that refund to meet financial goals, including bolstering savings, paying off debt, or contributing to retirement accounts.

How does a will or trust benefit your family?

Writing a will enables you to put your affairs in order and leave clear instructions for the loved ones that you leave behind. A little bit of planning can go a very long way in providing peace of mind for you and a much less stressful experience for your family once you are gone.

How can partnering with TuckerAllen benefit your clients?

Financial planners are responsible for their clients’ full financial picture, and they frequently advise and remind clients to create an estate plan as the last piece of the puzzle. Naturally, the client often asks, “Can you recommend an estate planning attorney?”

Estate Planning Glossary

TuckerAllen's Estate Planning Glossary provides useful information about common estate planning terms and concepts.

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