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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

Leave an Inheritance for Future Generations with a “Trusteed IRA”

by Leslie Marenco | Oct 31, 2014 | Articles, IRAs / 401(k), Trusts

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how much of those assets will pass beyond the primary beneficiaries to the next...

Even When the IRS Messes Up, It Still Gets Paid

by Leslie Marenco | Oct 31, 2014 | Articles, IRS

  The Internal Revenue Service recently admitted that it made an error in its initial valuation of Michael Jackson’s estate, as reported in Forbes. Now, before anyone gets too excited, correcting this valuation “mistake” has actually increased...

Florida Homestead Laws – A Quick (But Not So Easy) Guide

by Leslie Marenco | Oct 30, 2014 | Articles, Real Property / Real Estate

The Homestead Laws in Florida are a source of confusion for many people; my clients call me with questions all the time.    First of all, in order to qualify as your Florida homestead, you and your home must meet three criteria: You must have legal or beneficial title...

Prince Harry Turned 30, Inherited Millions & a Wedding Dress

by Leslie Marenco | Oct 29, 2014 | Articles, Celebrity Estates, Inheritance

Prince Harry celebrated his 30th birthday earlier last month. His mother, the iconic Princess Diana, passed away over 17 years ago, following the tragic crash as Diana sped away from paparazzi in France. What was so special about Harry’s 30th birthday?...

The Best Time to Update Your Employee Handbook is Right Now

by Leslie Marenco | Oct 27, 2014 | Articles, Uncategorized

If business owners realized the role a good employee handbook can play in protecting their company from employee litigation, keeping it up to date would be a bigger priority. Alas, many employers neglect these documents until a glaring error decides a case in an...
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