Estate Planning

Accomplish Your Estate Planning Goals With Tucker Legal Services, LLC

An attorney will meet with you to discuss your short-term and long-term goals for your family  and use that information to create an estate plan that fits your needs.

  • Wills: A Will outlines how assets should be distributed after your passing. 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, pyou 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.

  • Estate Planning for 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.

  • Asset Protection/Advanced Estate Planning: You can use a range of advanced estate planning solutions 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. With a “gun” trust you retain ownership and control of your collection during your lifetime while providing for the disposition of your guns to your intended beneficiaries. During your lifetime, you remain the trustee and beneficiary of the gun trust, and appoint a successor trustee and lifetime and remainder beneficiaries. Because the trust is revocable, you are free to make changes or revoke it at any time.  Trust Your Gun creates a full package gun trust. 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.

  • 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.