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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

Does Anyone Still Spank Their Children?

by Leslie Marenco | Feb 28, 2014 | Articles, Uncategorized

Pediatrician Dr. Bill Sears is the author of more than 30 books on childcare, has appeared on dozens of national talk shows, provides medical and parenting guidance for Parenting and BabyTalk magazines, received his pediatric training at Harvard Medical School’s...

Receiving an Inheritance One Day? Here’s What to Do Now.

by Leslie Marenco | Feb 21, 2014 | Articles, Estate Planning, Inheritance

Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College.  A recent New York Times article explored the complicated issues that these inheritances can bring, including transferring...

How to Protect Life Insurance Proceeds from Taxation

by Leslie Marenco | Feb 7, 2014 | Articles, IRAs / 401(k), Trusts

If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you are married and have named...

5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate

by Leslie Marenco | Feb 2, 2014 | Articles, Celebrity Estates, Estate Planning, Guardianship, Trusts

Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high-speed car accident in Los Angeles last November at the age of 40.  His estate was opened at the end of January in the Superior Court of California, County of Santa Barbara...

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