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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

How to Balance Family Memories With Future Plans for a Vacation Home

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

Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories and celebrate family traditions at that special place. A...

How to Protect Your Legacy With a Business Succession Plan

by Leslie Marenco | May 23, 2014 | Articles, Business Succession, Uncategorized

Our state is rich with families who have started businesses here and watched them thrive through the generations.  However, there are also many examples of family businesses that have failed to weather the changes in generational management and ceased to exist.  In...

Your Memorial Should Be More Than Just Money

by Leslie Marenco | May 23, 2014 | Articles, Uncategorized

One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones.  We hear so many stories of family members who keep...

Go to Walmart for Bananas, Not Estate Planning!

by Leslie Marenco | May 16, 2014 | Articles, Estate Planning, Uncategorized

Did you know that the best-selling item at Walmart is bananas?  It’s true, and has been for several years.  So the next time you need a great price on your favorite yellow fruit, go ahead and head for Walmart. But steer clear of the world’s largest retailer when you...

Unconditional Love Does Not Have to Mean Unconditional Inheritance

by Leslie Marenco | May 14, 2014 | Articles, Inheritance, Trusts

Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them.  But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty inheritance. A...
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