Estate Planning

Estate Plans  and Peace of Mind


Sheri Tucker is an attorney dedicated to exceptional service.  Estate Planning is more than a form.  It is a legal document that must meet specific laws.  Your estate plan is  living plan that changes from your life events.  It is an individualized plan for you and your family.  Sheri is passionate about helping you and your family create your Peace-of-Mind estate plan that fits your needs. Read on for estate plan information. 

Wills: A Last Will and Testament outlines how assets should be distributed after your death.  Wills are filed in Probate Court.  For parents, a will is the only way to name a guardian for your minor children.

Trusts: This estate planning option allows you to transfer ownership of your assets to a trust and keep your affairs private. 

Planning for Children: Families with minor children have unique needs. As part of your estate plan, you need to name a guardian to provide for your children’s care. You can also set up a minor’s trust, or you may need a special needs trust.

Non-Traditional Families: Address the needs of your non-traditional family.  The firm assists all types of families, including grandparents raising their grandchildren, people on a second or subsequent marriage, and those in a same-sex marriage or civil union.

Advanced Estate Planning: You can use a range of advanced estate planning solutions for asset protection to accommodate your family’s specific needs, provide for future generations, and protect assets from seizure by creditors.

Digital Asset Trusts: Set up a digital asset trust to protect your non-tangible assets, including online accounts, cryptocurrency, and gaming accounts.

Gun Trusts: Establish a NFA  “gun trust,” which holds your firearm collection. Visit Trust Your Gun for more information.

Pet Trusts: Pets are part of your family, so your estate plan should include them. A pet trust ensures that your pet is cared for and sets aside money for their long-term care needs.

Medicaid Planning:  Life happens and the unexpected turns a health crisis into a costly financial crisis.  Tucker Legal Services works with seniors for a pre-plan and asset protection or  Medicaid crisis planning.

Veteran Planning: Veterans honorably discharged require different types of estate planning when limited funds and a health crisis happens.  Sheri Tucker works with Veterans and asset protection or helping them qualify for Aid and Attendance.

Business Succession Planning: You’ve worked hard to build your business, and you want to know that it’s in good hands when you retire or pass away. Sheri has established relationships with local business law attorneys to create a succession legacy that works with your estate plan 

Family Limited Partnerships: An FLP lets you provide for your family for generations to come, limits estate taxes, protects assets, and complements your trust planning.

Estate Tax Planning: Estate taxes can consume a substantial amount of your hard-earned assets. As part of the estate planning process, Sheri coordinates with your CPA to structure an estate that limits family tax obligations. Additionally, it limits estate taxes and protects assets.