Visa - MasterCard - American Express - Discover Network Visa - MasterCard - American Express - Discover Network

estate administration & probate Archives

Don’t forget about these estate planning documents

When creating an estate plan, the first thing you may think about is a will or trust. While there is nothing wrong with this, you need to realize one thing to be true: There are many other estate planning documents that can give you peace of mind, both now and in the future.

There are many aspects of a complete estate plan

Many people think that estate planning is all about knowing where their assets will end up when they pass on. While it's important to have a will or trust that outlines your wishes, let's focus on the various other types of estate planning.

An introduction to estate and gift tax

Estate and gift taxes are imposed when a sum above a certain amount is transferred from one person to the other outside of business dealings. Estate tax is the name for this transfer after the person giving the money has died. This money could be coming from a will or a trust fund, for example. Gift tax refers to when a person transfers some of their wealth while they are still alive.

Marrying again? Consider these 3 estate planning tips

A second marriage can give you a renewed sense of joy and a fresh outlook on life. With all the positive emotions that come with tying the knot again, you will face certain challenges, including how to manage your estate plan. Learning how to provide financial support for a blended family is a learning process, but it is possible with the right help.

Our Commitment To Our Clients

Walden, Blair & Associates is committed to serving needs of the Athens - McMinn county area, including the neighboring counties of Monroe, Meigs, Bradley and Polk.

We strive to be as accessible, flexible, and available as our time and resources will allow.

  • TBA - Tennessee Bar Association
  • Tennessee State Courts - TNcourts.gov
  • Athens Area Chamber of Commerce
  • LAET - Legal aid of east Tennessee - Justice for all
  • Board of Professional Responsibility of supreme court of Tennessee