Blog

Leaving Specific Assets to Specific Heirs is an Estate Planning No-No

Planning your estate around specific assets is risky, since leaving specific assets to specific people might inadvertently result in disinheriting someone. Read more…

The Advantages of a Trust over a Will

Trusts and wills have the same essential function: passing your property to your heirs after your death. However, the differences in how the two documents operate should be carefully considered before choosing between them. Read more…

Procrastination

Everyone knows that estate planning is important, but most people never consider it urgent. Here's why you shouldn't procrastinate. Read more…

Peace of Mind Provided by Prepaid Funeral Plans Might Be Misleading

To relieve their families of the burden of planning a funeral, many people plan and pay for them in advance. Unfortunately, prepaid funeral plans are fraught with potential traps. Read more…

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. Read more…

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. Read more…

Give Your Family the Gift of Clarity: Make Healthcare Decisions While You’re Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical decisions in the event you’re unable to make them yourself. Read more…

Privacy Concerns? Implement These Strategies to Keep Family Matters Out of Probate Court

Although probate can be time-consuming and expensive, perhaps its biggest downside is that it’s public — anyone who’s interested can find out what assets you owned and how they’re being distributed after your death. Disgruntled family members who become aware of this might decide to challenge it legally. Read more…

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. Read more…

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?” Read more…


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