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Tag Archive 'family'

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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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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More information on estate planning is available here.

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Many people think that once they have signed all of their legal documents, their estate plan is “complete.” They then proceed to store their documents away in a safe or on a shelf where it usually remains for years, collecting dust. While this practice is extremely common, it can also be very detrimental to the […]

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An article FWLG found on Advocate.com (available here) discusses some alarming figures for gay and lesbian couples when it comes to current federal estate taxes. The article, which links to a report by Merrill Lynch Global Wealth Management, mentions that wealthy gay couples may face “an average of $3.3 million more in federal estate taxes […]

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Answer these 10 important Estate Planning related questions to find out how well your family is protected. 1. Who do I want to manage my finances and care if I become incapacitated? Will this person have the power to do so? 2. Who do I want to make my medical decisions for me if I […]

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