2017 Tax Cuts and Jobs Act Archives – Russell W. Hall & Associates, P.C. - Bellaire

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2017 Tax Cuts and Jobs Act

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Estate Tax Changes

The estate tax exemption amount just jumped to $10 million. Should that change your plans?

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Please select the services you’d like:

Estate Planning

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Probate

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What is the approximate value of the assets, probate estate, or trust we'll be assisting you with? (Don't subtract debts or other liabilities. Do include trust assets, life insurance death benefits, and other nonprobate assets).

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Is anyone involved (you or a spouse, child, grandchild, or other family or any fiduciary, e.g., your executor) receiving needs-based governmental benefits, such as Medicaid or SSI? (Medicare is not a needs-based program). If so, list their names and relation to you.

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Is there a deadline we need to consider, such as upcoming travel, surgery, or a court date? If so, please explain.

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Depending on the type of services needed, hourly fees will be $425 for associate attorneys, and $575 for shareholders. Estate plans may be fixed fee, with simple will packages starting at $3,000 ($3,500 for married couples). Is this within your budget?

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Estate Planning

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Most spouses attend the initial interview together, and we prefer that, unless you want to keep your plan confidential. Will your spouse be attending?

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Probate

If probate, what is the Decedent’s name?* *

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Trusts

If trust administration, what is the name of the trust?

Who is the current trustee? (If more than one, name all corporate and individual trustees)

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If no one is serving as trustee currently, who was the last acting trustee?

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When was the trust first funded?

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Russell W. Hall & Associates, P.C. - BellaireAttorneys at Law

6750 West Loop South, Suite 920, Bellaire, TX 77401| Phone 713.662.3853

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