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Tag Archive 'Estate Planning'

Welcome to the month of February! Every year, some of the top personal New Year’s resolutions that folks come up with consist of getting in shape, getting organized, and spending more time with family. 2016 is well under way, so how are you all doing on your New Year’s resolutions? We here at Family Wealth […]

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It is finally here, a permanent estate and gift tax law. Well, as permanent as a law can be given that laws can and generally do change over time. For now, estate planners can breathe a sigh of relief that at least for the foreseeable future, we have some level of predictability when it comes […]

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The things that must be updated in one’s estate plan when someone gets divorced.  How to make sure they are protected from the unexpected. Living Trust/Will These documents contain instructions about a number of crucial estate planning decisions:  who is in charge of administration of the individual’s estate, who is nominated as guardian of minor […]

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When meeting with clients to design their trust provisions, whether their children/beneficiaries are five or thirty-five years old, I often hear the same concern.    They are worried that the funds will be spent irresponsibly.  To combat this fear, we estate planners will often suggest the inclusion of language in the trust that will either; 1. […]

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Among the most common questions I receive is “Do I really need to create estate planning documents?”  This question is usually preceded by a litany of reasons why the person asking the question does not need estate planning: “I’m too young” “I don’t have any assets” “I am single” “I don’t have any children” So, […]

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With the holiday season rapidly approaching, family becomes a primary focus.  Family gatherings provide a valuable opportunity to discuss and assess various needs that have arisen. This is why the holidays are a great time to think about estate planning.   For those of us with older family members, it becomes imperative that we have […]

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Link to our new commercial which will air on KCRA 3: http://youtu.be/78oyVlsESnw Please let us know what you think! To visit the Do It Yourself Site click on: mydiytrust.com

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The Health Insurance Portability and Accountability Act (HIPPA) was enacted in 1996 but its enforcement has become much stricter over the years. Among other things, this law specifically protects any information held by a hospital that concerns health status, provision of health care, or payment for health care that can be linked to an individual, […]

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