WLG's Enriching Resources

estate planning blended family 72dpiEstate Planning for the Blended Family takes the complexities of the “yours, mine and ours” scenarios blended families face and makes them simple. This book helps you make effective decisions for your particular family’s needs in a step by step fashion.

This book is a direct result of the generous support and encouragement from Dr. Jamie Traeger-Muney, founder and CEO of Wealth Legacy Group, and from the open-minded collaborative spirit of co-author L. Paul Hood, Jr..

Click here for more information about Estate Planning for the Blended Family.

 

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Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

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This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...