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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

Taking the Complexity Out of Estate Planning

by Leslie Marenco | Aug 30, 2013 | Articles, Estate Planning

Remember that old joke: How do you eat an elephant?  Answer: One bite at a time.  At the heart of that gag is the truth about how you tackle any seemingly complex task, taking it one step at a time so as not to overwhelm yourself.Many people neglect to create an...

Divorce After 50: Common Mistakes That Can Ruin Retirement

by Leslie Marenco | Aug 23, 2013 | Articles, IRAs / 401(k), Retirement

Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have a potentially devastating effect on the retirement plans of those who divorce later in life.  Divorce after 50 usually results in a loss of income for both...

7 Good Reasons You Need An Estate Plan—Even If You Only Have $500 in the Bank

by Leslie Marenco | Aug 16, 2013 | Articles, Asset Protection, Business Succession, Estate Planning, Kids Protection Planning

Contrary to popular belief, estate planning is not just about money or taxes.  Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and safeguarding your health care.  Money and taxes aside, here...

Why You Should Get Your Kids an Estate Plan

by Leslie Marenco | Aug 9, 2013 | Articles, Estate Planning, Kids Protection Planning

We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan.  And you are probably not thinking about one for them either, but you should be.  Here’s why:  once your child turns 18, you are no longer entitled to know about their...

How to Reduce the Risk of Identity Theft When a Loved One Dies

by Leslie Marenco | Aug 2, 2013 | Articles, Uncategorized

A new trend in identity theft – afterlife identity theft – is on the rise, with thieves scouring obituaries for personal information to steal the identities of those who have passed.  When you lose a loved one, it is important to take quick action and notify a number...

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