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.

What New Parents Need to Know About Estate Planning

When you are adjusting to life as a new parent, estate planning is unlikely to be at the top of your to-do list. You are probably preoccupied with matters such as car seats, pediatricians, and child care options, all while trying to sneak in a bit of sleep. But becoming a new parent makes preparing your estate plan especially important. Read more…

Estate Administration – The Devil is in the Details, Part One

Families that are grieving the recent loss of a loved one must nonetheless make sure that their loved one’s property is distributed according to his or her last wishes. Read more…

Should Your Retirement Planning Include Estate Planning?

Preparing for retirement includes anticipating the level of one's future income and the lifestyle it will allow. However, retirement planning should also include estate planning. Read more…

Estate Planning Checklist: What to do When a Loved One Passes

Coping with the death of a loved one can be emotionally exhausting. In addition to the pain of the grieving process, there are a lot of logistics involved in managing your loved one’s estate, particularly if you are their spouse or have been appointed executor of their estate. Read more…

Recommended

Estate Planning: Should You Really DIY?

Thanks to easily accessible guides offered by document services on the internet, do-it-yourself is now an option for creating an estate plan. Of course a fill-in-the-blank will or trust can be tempting, especially when you are not sure where to start. But is it a good idea, really, to DIY your estate plan? Read more…

What’s the Best Age for Your Children to Receive an Inheritance?

Parents choose to leave an inheritance to their children for a number of reasons. They may want to make certain that their children are cared for if they are no longer present to support them, or to provide a solid financial foundation on which their children can build a bright future. Unfortunately, when it comes to an inheritance, not everyone is equipped to handle a windfall of cash — whether the amount is in the millions or thousands. Read more…

If Something Happens to You, How Will You Ensure That Your Young Children Are Cared For?

For many people, the birth of their first child marks their true entry into adulthood. Your top priority becomes ensuring that your child stays safe and healthy, and that means making sure that he or she will be loved and provided for even if something should happen to you. The best way to accomplish that goal is to create an estate plan that includes a will. Read more…

How to Discuss Your Estate Plan Goals With Your Loved Ones

Creating an estate plan is an invaluable gift for your family as it will provide them with peace of mind during a very difficult time. Additionally, creating an estate plan offers you the opportunity to have meaningful conversations around your intentions, demonstrating to your loved ones how much you respect and appreciate them. Read more…

Creating a Wealth Transfer Plan

Without a will or trust, state law determines who receives your assets when you pass. This could mean the assets don’t get distributed the way you and your beneficiaries want. A wealth transfer plan can help. Read more…

Debunking Estate Planning Myths, Part 3

In addition to concerns over how estate planning works and who needs one [HINT: the answer is everyone], many people have questions around certain elements of estate planning, such as how jointly held property is handled, how to avoid probate, and how to ensure that their documents are valid. Read more…


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