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Tag Archive 'Trusts'

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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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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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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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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               Proponents of sites such as legalzoom.com, uslegalforms.net, and other do it yourself type businesses lead the general public to think that Estate Planning does not require the assistance of an attorney.  These types of services seem to indicate that Estate Planning requires little more than form documents such as simple Wills, Living Trusts, and […]

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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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