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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

Will the Inheritance You Leave Be a Blessing or an Albatross?

by Leslie Marenco | Jun 27, 2014 | Articles, Inheritance, Trusts

Rock musician Sting recently announced that his children will not inherit his estimated $300 million fortune, saying that these riches are “albatrosses around their necks.”*** The product of a British working class background, Sting is currently one of England’s...

The Legal Planning You Need to Do for Your High School Graduate

by Leslie Marenco | Jun 20, 2014 | Articles, Estate Planning

If you’re the parent of a high school graduate this year, congratulations!  You’ve put in a lot of time and effort toward their earning that diploma, and whatever their next step in life will be, you likely want to protect them just as much as you did while they were...

How Real Men Celebrate Father’s Day

by Leslie Marenco | Jun 13, 2014 | Articles, Estate Planning, Guardianship

Do you know what it takes to be a real man?  Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it means to be a “real man.” At the top...

Greatest Wealth Transfer in History Underway – What’s Your Plan?

by Leslie Marenco | Jun 6, 2014 | Articles, Estate Planning, Inheritance

A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth –...

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