Publications
2025
2025 Client Alert
Best wishes for a happy and healthy start to 2025! This year promises to be an eventful year from a tax perspective.
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2023
Trust & Estates Advisory - January 2023
All of us at Blair & Potts wish you and your families health and happiness in 2023. January 4 marked the 30th anniversary of the date Arthur G. Potts, Jr. and Nancy E. Blair started the firm!
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2022
Trust & Estates Alert
There were several tax proposals in 2021 that, if enacted, would have reduced federal exemptions or reduced the efficacy of certain types of trusts.
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2020
2019
2016
2013
2012
2011
2010
2009
2008
Introduction to Estate Planning
Estate planning is a highly personal process of creating, and then maintaining, arrangements for managing your assets during your lifetime and then disposing of them at death.
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