Are Granny Cams Legal?

Posted by Sheri Jo Tucker, M.S., J.D.Jul 09, 20210 Comments

Two scenarios for electronic monitoring Seniors and Elderly parents exist.  One happens when children place hidden cameras in their parents' own home. Often adult children view cameras as an electronic babysitter in the home. The camera is used as a safety measure or even to prevent elder abuse. ...

Seniors Beware the Scammer

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

Seniors Beware the Scammer.  Many good and caring people live in the world. In times of disasters, and the Pandemic, we saw strangers with big hearts, helping out and going the extra mile for others. We celebrate folks who volunteer their time to help others in need, especially during disasters. ...

Estate Planning and Grey Divorce

Posted by Sheri Jo Tucker, M.S., J.D.May 08, 20210 Comments

We started hearing about grey divorces from the lives of politicians and celebrities.  The recent announcement by Bill and Melinda Gates  reinforced the trend of people divorcing after the age of 50 years.  It's not only the rich and famous becoming “Silver Splitters;” it's also the everyday husb...

What is Wealth Management?

Posted by Sheri Jo Tucker, M.S., J.D.Apr 23, 20210 Comments

This article focuses on advanced estate planning and asset protection for affluent families. Over 65 types of trusts exist in estate planning. Each trust serves a different need or purpose.  One type of estate   plan may fit for one individual or family; yet may not be the best solution  for anot...

What is Elder Law?

Posted by Sheri Jo Tucker, M.S., J.D.Mar 30, 20210 Comments

People often ask the question, “What is Elder Law?” Before diving into the areas of elder law, I have to say that the state of Missouri does not recognize specializations. However, does this mean that a client should not research the attorney who focuses on this practice area of law? Absolutely n...

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...

Estate Planning Myths

Posted by Sheri Jo Tucker, M.S., J.D.Feb 15, 20210 Comments

 There are times when people seek legal   counsel for what they perceive is the easiest   or cheapest form of estate planning.  I   receive calls from older parents who  consider just adding  children to bank accounts. Myths about Last Wills and Testaments and estate planning exists and needs add...

Personal Injury and Special Needs

Posted by Sheri Jo Tucker, M.S., J.D.Feb 05, 20210 Comments

What happens if a person with special needs is injured? What happens when that person receives a settlement and is on government benefits? When should a person consider a First-Party Special Needs Trust? Estate Planning is important when a loved one relies on access to state services or governmen...

Seniors and an Estate Plan

Posted by Sheri Jo Tucker, M.S., J.D.Jan 04, 20210 Comments

Seniors Need An Estate Plan Why do Seniors need an estate plan? Seniors require extra elder care in estate planning. Seniors lacking appropriate estate planning hinders the spouse and family's inability to provide necessary support and to navigate major changes in life.Recently a family scrambled...

Co-Parenting and Holidays

Posted by Sheri Jo Tucker, M.S., J.D.Nov 12, 20200 Comments

Co-Parenting Holiday Success Divorced parents need a visitation co-parenting schedule for holiday success. One of the best ways to avoid conflict during the holiday season is to have a well thought out holiday schedule in place. It is not uncommon to see parents alternate the years that they will...

Veterans and Estate Planning

Posted by Sheri Jo Tucker, M.S., J.D.Nov 02, 20200 Comments

In November, we honor the men and women who serve or served in our Armed Forces. Men and Women serving in our military make daily sacrifices to protect and defend freedoms we often take for granted.  As a daughter of a veteran who grew up around the military, I give back to our veterans.  This bl...

Violence against Senior Women

Posted by Sheri Jo Tucker, M.S., J.D.Oct 16, 20200 Comments

October is Awareness  about Violence Against Women (VAW).  The toll of “fight or flight” and staying in survival mode is not a lifestyle choice but one victims endure usually at the hands of a trusted Partner.  It is a difficult  situation and often causes permanent physical and psychological sca...

Irrevocable Life Insurance Trusts (ILIT)

Posted by Sheri Jo Tucker, M.S., J.D.Sep 23, 20200 Comments

Happy Woman with an ILIT ILIT-Advanced Estate Planning In today's blog post, I will take a closer look at one of the more “advanced” estate planning tools: the Irrevocable Life Insurance Trust (ILIT). Trusts are financial instruments which allow a person to organize his or her assets and propert...

What Happens If I Die Without a Will?

Posted by Sheri Jo Tucker, M.S., J.D.Jul 11, 20200 Comments

Many Americans spend a lifetime earning a retirement, paying for a home, building up a dream savings.  People spend years gathering but very little on life planning. You may ask, “What happens if I die without a last Will and Testament?” In St. Louis County Missouri, more than fifty percent (50%)...

How do I Give Money to Charity When I Die?

Posted by Sheri Jo Tucker, M.S., J.D.Jun 01, 20200 Comments

Often, I sit down with single people and older adults who want to leave money to a charity.  The question asked is “How do I give money to a charity when I die?  One option is to create a Charity Trust to support a non-profit cause that is close to your heart. Are you single and have no children?...

Elder Law and COVID-19

Posted by Sheri Jo Tucker, M.S., J.D.Apr 01, 20200 Comments

As an Elder law and estate planning attorney in this time of COVID-19, I want to reach out to each of you to remind everyone to pay attention to the vulnerable seniors, elders, and people with disabilities who may feel isolated and alone.  Although we have a social distancing measure in place, la...

Boutique Trusts in Estate Planning

Posted by Sheri Jo Tucker, M.S., J.D.Mar 31, 20200 Comments

Estate Planning encompasses more than a will and revocable living trusts. I call trusts that serve a unique and specific purpose in estate planning “boutique trusts.”  Sometimes life changes after an estate plan is in place such as adopting a pet, acquiring digital assets, or buying a firearm. “B...

Medicaid Planning in Elder Law

Posted by Sheri Jo Tucker, M.S., J.D.Feb 13, 20200 Comments

Medicaid Planning in Elder Law helps senior citizens cover their healthcare costs. With the rising expenses of nursing homes and other personal care services, more and more elderly people are relying on Medicaid.   Specific laws govern who may qualify for Medicaid.  Each state sets how much finan...

Powers of Attorney in Elder Law FAQ

Posted by Sheri Jo Tucker, M.S., J.D.Jan 06, 20200 Comments

Powers of Attorney are a useful tool for people of all ages. In Elder Law powers of attorney are a powerful for those who are growing older. We often receive questions about Powers of Attorney and the role they play in elder law. Today, let's answer some frequent questions. What is a Financial Po...

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