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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

Minor Kids? Blended Family? Learn These Estate Planning Lessons

by Leslie Marenco | Feb 3, 2015 | Articles, Estate Planning, Special Needs Planning

In my line of work I’m continually reminded of the importance of estate planning (…especially for parents of minor or special needs children!), and this week is no exception. Last Tuesday, one of my staff members lost a close family friend in a car...

Never Charged, Bernie Madoff’s Son Leaves More Than $15M

by Leslie Marenco | Feb 3, 2015 | Articles, Celebrity Estates, Estate Planning

Andrew Madoff, the son of convicted Ponzi schemer Bernard Madoff, left more than $15 million in property to his children, wife and fiancee in his will following his death from lymphoma last last year. Andrew Madoff listed $11 million in personal property and $4.5...

2015 Important Tax Dates

by Leslie Marenco | Feb 3, 2015 | Articles, Estate Tax, Gift Tax, Income Tax, IRS

  SORRY FOLKS! No interesting or exciting article this time!    However, if you don’t procrastinate and get this done now, you will thank me later!   January 15, 2015 – Deadline to pay the fourth quarter estimated tax payment for the year...

How to Improve Your Cash Flow With Good Invoicing Practices

by Leslie Marenco | Feb 3, 2015 | Articles, Uncategorized

Many business owners encounter cash flow problems at one time or another, primarily due to slow collection on past due invoices.  However, the way you invoice can help you avoid late payments.  Here are six tips to good billing practices: Identify each service or good...

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