Feb 1, 2017 | Estate Planning
Part of what we do at Blalock Walters is assist surviving family members with administrative matters after the death of a loved one. It’s at that point in time when the effectiveness of the decedent’s estate plan is tested. So, to help our clients develop estate...
Feb 11, 2014 | Estate Planning, Tax Law
Beginning in 2011, the exemption from federal estate tax applicable to the estates of most decedents has been $5,000,000 (or even slightly higher). If the assets comprising a decedent’s gross estate during that time were less than $5,000,000, the new federal...
Jan 29, 2013 | Estate Planning
The recent enactment of the American Taxpayer Relief Act lays to rest much of the uncertainty in the federal wealth-transfer tax laws that complicated planning efforts for roughly the last twelve years. Consequently, there is no better time than now to review the...
Jul 5, 2012 | Estate Planning
Part of what we do at Blalock Walters is assist surviving family members with administrative matters after the death of a loved one. It’s at that point in time when the effectiveness of the decedent’s estate plan is tested. So, to help our clients develop estate plans...
Oct 1, 2011 | Estate Planning
The Living Trust is the foundation of many clients’ estate plans, and rightfully so. There are numerous probate-avoidance, tax and property management reasons justifying the establishment of a Living Trust (by the way, please don’t get confused by the terminology… the...
