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Tag Archive 'Estate Settlement'

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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          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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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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For more information about our firm visit www.familywealthlawgroup.com

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The simple answer is ALL ASSETS, that is all assets which we want to be subject to the trust instructions. Remember that the trust will only control any assets that have been formally transferred into the trust via a change in title or beneficiary designation. Once of the most common misconceptions is that if an […]

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Click on this link to see the article about our firm in the Feb. 25th issue of Outword Magazine. See PAGE 12. http://anax8a.pressmart.com/outword/index.aspx For more information about our firm visit our website at www.familywealthlawgroup.com

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More information on estate planning is available here.

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When a loved one passes away, it can be overwhelming for the family members. They must deal with the grief, loss, and sadness but also with the daunting task of wrapping up the loved one’s affairs. Oftentimes, the family simply does not have the time, knowledge, and experience necessary to complete the task. The following […]

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