by Leslie Marenco | Oct 27, 2014 | Articles, Asset Protection, Estate Planning, Non-Probate Asset, Probate
Many people see joint accounts as a cheap and easy way to avoid probate, since joint property passes to the join owner at death, but these accounts can actually be quite risky when it comes to estate planning. Joint ownership of accounts can be a great way to easily...
by Leslie Marenco | Oct 24, 2014 | Articles, Asset Protection, Case Law, IRAs / 401(k)
A recent U.S. Supreme Court decision has changed the way inherited IRAs are viewed when it comes to bankruptcy, and calls for those who inherit these retirement account assets to find new ways to protect that inheritance. In Clark v. Rameker, Heidi Heffron-Clark...
by Leslie Marenco | Oct 19, 2014 | Articles, Celebrity Estates, Estate Planning
The death of beloved actor and comedian Robin Williams was a sad event for many, but those most struggling would be his children. Williams had an estate plan that was created in a way that worked to protect them from a multitude of issues–including what...
by Leslie Marenco | Oct 18, 2014 | Articles, Asset Protection, Business Succession
Female-owned businesses are one of the fastest growing sectors of the U.S. economy, with the number of women-owned businesses doubling over the past 17 years, according to a recent Forbes article. Many women who run their own companies often do double-duty as CEOs of...
by Leslie Marenco | Oct 17, 2014 | Articles, Kids Protection Planning
Parents of children with special needs usually share one overriding concern: what will happen to my child after I’m gone? They also struggle with guilt for what they envision as an eventual destiny for their other children who might assume care of their special needs...
