Wills & Trusts

Business Succession Planning Explained in TuckerAllen Town Hall

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Estate Planning Checklist: Important Steps and Must Dos

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Town Hall Discusses Strategies for Long-Term Care

​TuckerAllen recently hosted a virtual town hall discussing strategies to help pay for long-term care. The town hall was hosted by moderator Scott Trout and featured a panel of TuckerAllen estate planning attorneys who discussed one of the most common dilemmas people face as they age. Read more…

TuckerAllen Town Hall Discusses Trust Distribution Options

TuckerAllen recently hosted a virtual town hall that provided a detailed overview of trust distributions, hosted by moderator Scott Trout. The town hall featured a panel of TuckerAllen estate planning attorneys who reviewed the most important information concerning trust distribution options. Read more…

Understanding Trusts

When you create a trust, you are creating an asset. You are utilizing resources, in order to protect the financial interests of yourself or your designated loved ones. Depending on the type of trust, you can find yourself shaping your estate and your future. 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…