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.

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…

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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…

Debunking Estate Planning Myths, Part 2

Many people do not know why they need an estate plan, what kind of estate plan they need, or how to start creating their estate plan. The following estate planning myths focus on the mechanics of estate planning and demonstrate why a quality estate plan is important for everyone. Read more…

Recommended

Debunking Estate Planning Myths, Part 1

Many people postpone estate planning because they think it is too complicated, too expensive, or not necessary for their family. However, estate planning does not have to be difficult, and the average person can and should have an estate plan that is easily understandable and doesn’t break the bank. Read more…


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