Your Estate Plan and Beneficiary Designations

Posted by Sheri Tucker, M.S., J.D.Apr 01, 20240 Comments

You want to protect your family with estate planning. You have different types of assets and want to decide how to leave your assets. There are beneficiaries and heirs. There are different types of beneficiaries. This offers information on designating beneficiaries. What is a designated beneficiary and when do you list them?

What is a True Estate Plan for You?

Posted by Sheri Tucker, M.S., J.D.Jan 15, 20240 Comments

What is the right estate plan for you? A true estate plan is one that is tailored to meet the needs of the individual or family. Does a last will and testament meets your needs? A single person may need something different than a young married couple or married with children. Do you need a last will and testament or a revocable living trust? Are there special needs? Do you need a plan for pets? Your Estate Ally gives personal care service and is a law firm dedicated creating an estate plan that is a true fit for you.

What is a Successor Trustee?

Posted by Sheri Tucker, M.S., J.D.Nov 27, 20230 Comments

When creating an estate plan, grantors need to consider choices for a successor trustee. How does a successor trustee step in and take care of a trust? What are the duties of a successor trustee? What characteristics should a grantor consider when choosing a potential successor trustee? This blog explores duties and characteristics to consider for choosing a successor trustee in your estate plan.