What is a Revocable Living Trust and Do You Need One in Missouri?

Posted by Sheri Jo Tucker, M.S., J.D.Apr 23, 20260 Comments

A revocable living trust is a powerful estate planning tool that helps Missouri families protect assets, maintain privacy, avoid probate, and plan for incapacity. This article explains how revocable living trusts work, who benefits from them, and why working with a Missouri estate planning attorney near you who provides peace of mind through every stage of life.

Do You Have Estate Planning Goals?

Posted by Sheri Jo Tucker, M.S., J.D.Dec 31, 20251 Comment

Happy Holidays!  Now it's time to watch the year tick down. Then we ring in the New Year and watch the Ball drop. As you reflect on the year – Did you accomplish all your goals in 2022?  Life happens and maybe you didn't get to everything.  Do you know one goal that should not be put off?  Your E...

Do You need a Will or Living Trust?

Posted by Sheri Jo Tucker, M.S., J.D.Dec 30, 20250 Comments

Why do you need to create your estate plan? If you don't think you have an estate plan, you do—it's called Missouri's intestate laws.  Missouri will divide your property.  If you have no family, your property escheats to state ownership. Let's look at the reasons why you need to take charge of yo...

Special Needs and Estate Planning

Posted by Sheri Jo Tucker, M.S., J.D.Oct 02, 20250 Comments

It's a daunting task to put together an estate plan in Missouri for yourself and maybe even a spouse. When you add children, the complexity increases.  If a child has special needs, it becomes imperative to have an estate plan in place—because you may be their only source of support socially, emo...

Does Your Child Need a Special NeedsTrust?

Posted by Sheri Jo Tucker, M.S., J.D.Jul 30, 20250 Comments

When parents have a child with a mental or physical disability, they should consider creating a special needs trust. A special needs trust provides for a quality of life. It sets out terms for a care manager, care provisions, and housing. It is an important plan especially for the child aging into adulthood.

What is a Qualified Spousal Trust?

Posted by Sheri Jo Tucker, M.S., J.D.Mar 16, 20250 Comments

How do married couples protect their assets against creditors? Tenancy by the entirety property (TBE) offers protection for married couples against creditors.  TBE is jointly owned property titled in both names and receives creditor protection. Married couples may hold any type of asset, real est...

Your Estate Plan and Beneficiary Designations

Posted by Sheri Jo 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 Jo 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.

Estate Planning and Family Planning

Posted by Sheri Jo Tucker, M.S., J.D.Feb 19, 20230 Comments

Why do you need an estate plan? Take a moment to stop and think about your family. Are you prepared for a life crisis? Do have a plan for emergencies or aging in place? Are your children protected? Do you keeping putting off peace of mind because you don't have an estate plan? Let's read why estate planning is needed and why you should work with a live, local attorney.

What is Legacy Planning?

Posted by Sheri Jo Tucker, M.S., J.D.Nov 26, 20221 Comment

Perhaps you watch commercials about easy and cheap forms to help you write a last will and testament? Perhaps you consider buying a form you complete as a DIY estate plan.  TrustandWill and Legalzoom, to name a few, offer quick, cheap fixes. That old adage, “You get what you pay for,” is a good o...

Estate Planning and Grey Divorce

Posted by Sheri Jo Tucker, M.S., J.D.May 08, 20211 Comment

We started hearing about gray divorces from the lives of politicians and celebrities.  Divorces for people is trending. Your estate plan must change if you divorce or newly widowed. Your Estate Ally will guide you through this difficult time to peace of mind in your estate planning.

Why Estate Planning?

Posted by Sheri Jo Tucker, M.S., J.D.Mar 01, 20210 Comments

There are the What Ifs to consider for estate planning.  What if I have children and die? What if someone wants grandma's wedding ring when I die? What if I have incapacity? The What Ifs exist but aren't always pleasant to think about. Still, it is the what ifs that make it important to put an es...