Oct 22, 2012 | Estate Planning
What happens to your email account when you pass away? What about your online access to your bank accounts, especially if you have gone paperless to protect the environment? Have you written down all your user names and passwords and put these in a safe place for your...
Aug 6, 2012 | Estate Planning
You and your spouse are young professionals with two children under the age of 14 years. Due to your professional status, you are both accumulating money in self- directed IRA’s or in a pension plan (i.e. 401k) related to your employment for your future retirement....
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...
May 17, 2012 | Estate Planning
It is not uncommon for clients to create an estate plan and later not understand how their estate will be handled. The keys to an effective estate plan include not only executing well planned documents, but also understanding the importance of titling your assets and...
Mar 28, 2012 | Estate Planning
You are one of three adult children. Your widowed mother is changing her trust. She will divide her property equally among you, your sister and your older brother. However, she feels your older brother will never be able to handle money responsibly so she has decided...
Mar 28, 2012 | Estate Planning
Effective October 1, 2011, the legislature substantially revised Florida’s Durable Power of Attorney Statute. While durable powers of attorney executed before October 1, 2011 are still effective and valid, there are at least three reasons you may wish to consult with...
