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.

What is an Advanced Health Care Directive?

Posted by Sheri Jo Tucker, M.S., J.D.Feb 08, 20260 Comments

No one wants to think about their own death or dying. An accident can happen any day. You could be diagnosed with a terminal illness. Make end-of-life decisions while you have capacity with an advanced health care directive. End of life decisions may be tailored for faith-based and age-related preferences.

Catholic Advance Health Care Directives in Missouri

Posted by Sheri Jo Tucker, M.S., J.D.Feb 02, 20260 Comments

Why a Missouri Advance Health Care Directive Is More Than a “Living Will” for Catholics Many Missouri Catholics assume their end‑of‑life wishes are handled because they have completed a “living will.” Often, that means signing the free Missouri Bar Health Care Directive—a standardized form commonly used by online form companies and hospitals.

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 Happens If You Don’t Have a Will?

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

If you don't have a will, ask yourself this question: “What happens if I die without a Last Will and Testament?”  People spend a lifetime earning a retirement, paying for a home, building up a dream savings.  People spend years gathering but very little planning for the end. Waiting until a major illness or near-death presents complex challenges that might not make a life plan possible and move more towards probate. Planning ahead with a last will and testament is peace of mind for you and your family.

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...

Why is A Living Will Important in Estate Planning?

Posted by Sheri Jo Tucker, M.S., J.D.Nov 20, 20240 Comments

Why is a living will important? A living will in Missouri is called an advanced health care directive. It is a set of medical instructions for what to do when someone is unable to make important medical decisions on their own. It is a legal document that provides your end-of-life care or medical treatment preferences. There are different Advance Health Care Directives that reflect religious beliefs or meet different needs. What is important is that you talk to an estate planning attorney to put one in place for peace of mind.

WHAT IS A PET TRUST?

Posted by Sheri Jo Tucker, M.S., J.D.May 20, 20240 Comments

Why is a Pet Trust important? A pet trust helps you plan for the care of your pet in case of incapacity or death. You provide and take care of your family member if something happens to you. A plan keeps your pet from possible euthanization.

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?

Who is Your Estate Ally?

Posted by Sheri Jo Tucker, M.S., J.D.Jan 20, 20240 Comments

Let's explore estate planning, elder law and the law firm Your Estate Ally® . Who is Your Estate Ally®? Why choose Sheri Tucker as your estate planning or elder law attorney? Estate Planning changed over the years. Elder care and special needs is now an important part of estate planning today. staying up-to-date strengthens the attorney's ability to advocate for seniors and those with special needs. Learn more about Your Estate Ally and Sheri Tucker, attorney.

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.

The Co-Trustee Pitfalls

Posted by Sheri Jo Tucker, M.S., J.D.Nov 28, 20230 Comments

A living trust is an important piece of estate planning.  Once in awhile parents will want to appoint co-trustees as their successor trustees.  The question typically comes up when there are two or three children and parents don't want to leave one out.  I'm asked, "Can we just appoint co-trustee...

What is a Successor Trustee?

Posted by Sheri Jo 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.

What is Estate Planning?

Posted by Sheri Jo Tucker, M.S., J.D.Sep 11, 20230 Comments

What is estate planning? It's all about you! Why do you need an estate plan? We've read the celebrity stories about famous people without an estate plan.  For example, Prince's estate of $156 million finally settled after 6 years of tense, terse, court battles.  A most recent horror story let us ...

What is Estate Planning?

Posted by Sheri Jo Tucker, M.S., J.D.Jul 27, 20231 Comment

What is estate planning? It's all about you! Why do you need an estate plan? We've read the celebrity stories about famous people without an estate plan.  For example, Prince's estate of $156 million finally settled after 6 years of tense, terse, court battles.  A most recent horror story let us ...

Estate Plans and Financial Power of Attorney

Posted by Sheri Jo Tucker, M.S., J.D.Apr 04, 20230 Comments

Why do you need a Financial Power of Attorney? A financial power of attorney protects your assets during incapacity or the what if in life. Powers of Attorney are an essential element in estate planning.  Talk to a Sheri Tucker, Attorney at Law to find out more about an attorney-in-fact. Let Your Estate Ally guide you to peace of mind. Call today at 314-332-0011

Special Needs Trusts and Guardianship

Posted by Sheri Jo Tucker, M.S., J.D.Mar 23, 20230 Comments

Creating your estate plan is important for everyone.  Estate planning for a child with a disability is crucial.  Are you thinking about Guardianship? You should also think about a Supplemental or Special Needs Trust. What is guardianship? How is guardianship and special needs trusts related? When...

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.

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