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TuckerAllen Estate Planning Blog

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

The Importance of a Power of Attorney Document

If you needed to make a critical decision about your personal finances, your business, or your health care, but you were unable to do so, whom would you want to have making the decision for you? Read more…

How Does the SECURE Act Affect Your Estate Plan?

The main way the SECURE Act may impact your trust is with the termination of “stretch” distributions of inherited retirement accounts. Previously, clients planned on passing on significant qualified retirement accounts because they could grow tax-free with compound interest. Read more…

Understanding Your Medicare Options

Medicare makes a huge difference in the lives of countless elder adults, and many seniors feel like celebrating when they finally become eligible to join the ranks of government health care. However, there is much more to enrolling than simply reaching the age of 65. Read more…

Understanding the Rising Costs of Long-Term Care

The uncertainty of the future can be a scary thing. As you get older, your body and your finances change, affecting every facet of your life and creating the need to make sure that you have a plan in place, should anything unforeseen occur. Read more…

What is the Difference Between a Will and Living Trust

Most people only have a vague notion of what a will and a living trust is. Since both involve transferring or protecting assets, they’re often confused. But both of these documents serve different purposes. Read more…

Ensuring Your Home Is Passed on to Your Children

The estate planning process offers three options for passing on your home to your children. A will, living trust, or modification to the deed of your home are all ways to make sure your family home stays in the family. Read more…

Who Needs an Estate Plan? You Do!

No one wants to contemplate their own mortality, but taking the time now to create an estate plan can greatly benefit your family after your death. Read more…

A Signed and Sealed – But Not Delivered – Beneficiary Form Doesn’t Count

A beneficiary form is one of the most helpful estate planning tools, but don’t make the mistake of not filing. Even if the form is signed and sealed, it will not be accepted by your financial institution if it is not filed—unintentionally leaving your loved ones out in the cold despite your good intentions. Read more…

Assets with Sentimental Value Require Extra Planning

When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — your tangible personal property. Read more…

Naming a Trustee May Be One of the Most Important Decisions of Your Life

When it’s time to appoint a trustee, often the choice is between a person, such as a trusted friend or family member, or a financial institution. The final decision isn’t so easy. Read more…


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