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Tag Archive 'Estate Planning'

Estate Planning is something people know they should do but is very often not done.  I hear numerous excuses from clients about why they have put off starting the process. Generally, expense, time, and reluctancy to discuss their mortality top the list.  In order to eliminate some of these excuses, our firm offers a Do It Yourself Service […]

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          The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (“TRUIRJCA”) signed by President Obama can be construed as an improvement, but unfortunately only for the next two years.  The new law allows for an exclusion amount of $5 million with a maximum estate tax rate of 35 percent.  This appears to […]

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FWLG is excited to announce that the firm will serve as legal counsel for the Planned Giving Program of Capital City Aids Fund.  CCAF is a local non-profit organization which was founded to raise money in support of HIV/AIDS services in the Sacramento area.  CCAF hosts a number of exciting events throughout the year including the […]

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          This is generally one of the most difficult decisions for clients to make next to deciding who should be nominated as guardian of their minor children.  The successor trustee is the person (or persons) who shall hold, manage, invest and reinvest the trust assets, collect the income and profits from it, pay the necessary […]

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FWLG Attorney Cecilia Tsang will be speaking at the Placer SPCA on October 26, 2010 at noon.  The topic will be “Providing for Our Furry Family Members.”  The discussion will revolve around pet trusts. Click here for more information http://www.placerspca.org/events.htm Click here for more information about the speaker http://www.familywealthlawgroup.com/about.html

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Whenever I bring up the idea of a pet trust with clients, I initially receive an incredulous look as a response.  This is because, to most people, the idea of a pet trust is associated with people like Leona Helmsley, who left her dog $12 million dollars in her Will.  However, pet trusts can be […]

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When you purchase a life insurance policy or open a retirement account, there are always pesky beneficiary designation forms which must be completed.  For estate planning purposes those forms and designations are crucial.  A beneficiary designation lets the administrator or financial institution know who should be the recipient of the funds or other benefits of […]

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FWLG is excited to announce the addition of a Do It Yourself Estate Planning service via our website.  This service provides the convenience of online legal services with professional guidance.  The website and documents are designed and supervised by attorneys with extensive experience in preparing estate planning documents and settling estates, unlike other sites which […]

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On June 19th FWLG will be an exhibitor at The Sacramento Pride Festival held at Capitol Mall in downtown Sacramento.  We will be giving away free customized Advance Healtcare Directives and In Case of Emergency Information wallet cards.  We will also be holding demonstrations of our new Do It Yourself Estate Planning website.  For more […]

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Core Compass is a private and ongoing conference / executive roundtable – actively managed for the key concerns of executives, business owners, partners, private investors and successful entrepreneurs – alongside the professional services experts who support them.  Recently, we were asked by Core Compass to republish an article posted on our Blog about the importance […]

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