by Leslie Marenco | Feb 27, 2015 | Articles, Estate Planning, Health Care Directive, Kids Protection Planning, Trusts, Wills
Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny piece of estate planning. Now that the clouds have lifted and Congress has given...
by Leslie Marenco | Feb 27, 2015 | Articles, Uncategorized
Alzheimer’s Disease is in the news again thanks to Academy Award winner Julianne Moore’s performance in the movie Still Alice, where she portrays a college professor diagnosed with early onset Alzheimer’s and movingly portrays the effect it has on her family....
by Leslie Marenco | Feb 27, 2015 | Articles, Celebrity Estates
Whitney Houston was found dead in the tub three years ago. Now her 21-year-old daughter might be on life support for the rest of her life in the wake of a similar accident. With mom gone and the boyfriend (husband?) Nick Gordon persona non grata,...
by Leslie Marenco | Feb 27, 2015 | Articles, Income Tax, IRS, Trusts
Shifting income is a time-honored tactic of the wealthy to save taxes. Income is “shifted” or moved to a family member in a lower tax bracket. Historically, shifting was done by moving money-making assets to a company or trust “owned” by...
by Leslie Marenco | Feb 20, 2015 | Articles, Estate Planning
With the federal estate tax exemption at $5.43 million for 2015, many people think estate planning is unnecessary. But there’s one thing ALL adults over the age of 18 need to look at, regardless of estate taxes: beneficiary designations. You would be amazed at how...
