by Leslie Marenco | Dec 27, 2013 | Articles, IRAs / 401(k), Uncategorized
When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies. But perhaps you should. Having the wrong beneficiary designated on these and other things like...
by Leslie Marenco | Dec 20, 2013 | Articles, Estate Planning
A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that...
by Leslie Marenco | Dec 13, 2013 | Articles, Estate Tax, Gift Tax, Income Tax
Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Estate Planning Lawyer to support you to get these six tax questions answered before the end of the year: Should I defer or accelerate income? If it looks...
by Leslie Marenco | Dec 6, 2013 | Articles, Asset Protection, Estate Planning, Estate Tax, Gift Tax, Income Tax, IRAs / 401(k), Trusts, Wills
If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Estate...
