Tags » Family Wealth

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis.  206 more words


2016: Homeowner's Net Worth to be 45X Greater Than a Renter

Every three years the Federal Reserve conducts a Survey of Consumer Finances in which they collect data across all economic and social groups. The latest survey, which includes data from 2010-2013, reports that a homeowner’s net worth is 36 times greater than that of a renter ($194,500 vs. 191 more words

Home Buyer

TESTIMONIAL - Jim Munchbach

Debbie made this look so easy! Wow… Thank you, Debbie! Whenever I have transcription work, you are my lady!! — Jim Munchbach, CFP® Family Wealth Manager dot com

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Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose.

Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it. 784 more words

Financial Planning

Is It Possible to Support Causes Beyond Three Generations?

According to this Time Inc. Network article, there’s only a 10% chance that wealth will remain with a family for three or more generations. Assuming that this observation, as well as the following statements, accurately reflect reality: are there vehicles that a person might establish in order to increase the chances that some of her/his wealth will be available to support causes that are likely to require multi-generational efforts, beyond three generations, in order to bear fruit? 118 more words

Estate Planning

Federal Reserve's 2014 Economic Household Well Being Report


  • Sixty-five percent of respondents report that their families are either “doing okay” or “living comfortably” financially, compared to 62 percent in 2013.
  • Forty-seven percent of respondents say they either could not cover an emergency expense costing $400, or would cover it by selling something or borrowing money.
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The Truth About Rising Prices & Family Wealth

 First Time Home BuyersFor Buyers

The National Association of Realtors (NAR) recently released a report revealing that the growing wealth gap in this country has been impacted by the recent increases in real estate values coupled with the drop in homeownership rates. 459 more words

1st Time Home Buyers