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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 Litigation
    • 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

Mid-Year Tax Planning Checklist

by Leslie Marenco | Aug 22, 2014 | Articles, Estate Planning, Estate Tax, Gift Tax, Income Tax, Inheritance, IRAs / 401(k), IRS, Liens/Debt

Okay, clearly we are past midyear. But now that kids are back to school things can begin to normalize again. All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or...

Robin Williams: A Lesson in Deeds, Not Words

by Leslie Marenco | Aug 22, 2014 | Articles, Celebrity Estates, Estate Planning, Trusts

One of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who posted on Twitter simply:  “No words.” When someone close to us dies — especially in a sudden and tragic way — the grief is so deep that we truly don’t...

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