You can use the menu items below to organize your information to prepare for your appointment and better organize your estate.
The below forms are meant for your records or to aid you in maintaining your records. We have made these available in Adobe’s Portable Document Format (.pdf)
Michael J. Tucker presents seminars on numerous educational topics to any group or organization. These FREE educational seminars are offered by Michael to non-profit organizations, employers, associations, special interest groups, support groups, and financial advisors in our community. This list of topics is not all-inclusive; if you have a specific topic in mind you would like Michael to discuss, please let us know.
- Estate Planning 101
- Wills and Powers of Attorney
- Charitable Planned Giving 101
- Estate Planning for Nontraditional Families
- Navigating the Probate Process
- Reforming Irrevocable Trusts
- Charitable Remainder Trusts
- Estate Planning for Qualified Plan and IRA Distributions
- Reviewing Your Estate Plan—Trust Funding
- Planning for the Care of Companion Animals
- Estate Planning for Business Owners
- S Corporations and Trust
- Owning Real Estate in Mexico
- American Indian Probate Reform Act
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SET UP AN APPOINTMENT
To set up your first appointment, please call us or fill out the form to the right. We look forward to talking with you!