Estate Planning
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At TuckerAllen, estate planning is all they do! Whether you need a will or trust, long-term care planning for a loved one, a special needs trust, or more, you've come to the right place . At TuckerAllen, they listen, they explain, and they answer every question. Only then do they offer advice. Their estate planning attorneys are knowledgeable and friendly, and the estate plan they create for you will be specifically prepared and personalized to meet your needs and reflect your wishes.
This Auction Item includes one FREE Couples Trust Package, Valued at $1,750.
Included in this Couples Trust Package:
LAST WILL & TESTAMENT
A Last Will & Testament provides instructions to the probate court indicating your exact wishes about who will care for your children, who is in charge of implementing your wishes (your executor) and how your property will be distributed. Your will and all other documents filed with the probate court will be public record.
REVOCABLE TRUST
A Revocable Trust accomplishes everything that a will does, but with the distinct advantage of avoiding the probate court process. "Revocable" means that you retain control over your finances, possessions, and wishes during your lifetime. At any time, you can change your mind by amending or even revoking your Revocable Trust.
POUR-OVER WILL
A Pour-Over Will is used in conjunction with a revocable trust. It acts as a safety net to ensure that any property not transferred into your trust during your lifetime "pours into" it upon your death.
FINANCIAL POWER OF ATTORNEY
A Financial Power Of Attorney gives the person you designate the power to handle your financial decisions, such as paying your bills or filing your taxes.
HEALTHCARE DIRECTIVE (LIVING WILL)
A Healthcare Directive tells your physician and family the extent of medical care you wish to receive if you are unable to communicate these things yourself.
MEDICAL POWER OF ATTORNEY
A Medical Power of Attorney gives the person you designate the legal authority to make medical decisions on your behalf if you are unable to do so.
HIPAA RELEASE
A HIPAA Release gives your physician permission to discuss your personal medical information with the person you have granted your medical power of attorney, as well as any others whom you may choose to designate.
BENEFICIARY DEED
Filed with the Recorder of Deeds, a beneficiary deed avoids the probate court process and transfers title to your property to your designated beneficiary (including your revocable trust) upon your death. Your real estate remains titled in your name during your lifetime, and you're always free to change or revoke your beneficiary deed. If you own property beyond your primary residence, we can draft additional deeds for an additional fixed fee of $100 per beneficiary deed. We will provide instructions on how to file your deeds with the Recorder of Deeds Office or if you'd like, we would be happy to file them on your behalf for a fixed fee of $100 per deed.
Donated By: TuckerAllen Estate Planning Attorneys