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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

Tom Clancy’s $83M Estate’s Family Tax Feud

by Leslie Marenco | Oct 7, 2014 | Articles, Celebrity Estates, Estate Planning, Estate Tax

A tax battle is brewing over author Tom Clancy’s $83 million estate, pitting Mr. Clancy’s wife against the adult children of his former marriage. The widow, Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in...

The Atkins’ Method of Trimming TRUSTEE Fat

by Leslie Marenco | Oct 7, 2014 | Articles, Business/ Corporate Law, Estate Planning, High Net Worth

The removal of a trustee from a trust can be a difficult and time consuming process for both beneficiaries and trustees alike. Courts are generally hate to interfere with a settlor/creator’s choice of trustees. However, most states provide trust beneficiaries a...

7 Things To Think About Before Making Gifts to Grandchildren

by Leslie Marenco | Oct 3, 2014 | Articles, Estate Planning, Gift Tax, Trusts

If you have grandchildren – or are getting ready to welcome one like political power couple Bill and Hillary Clinton – you know the special joy they bring. After all, you can now leave all the heavy lifting to the parents and just enjoy connecting with...
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