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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

Remember the “Joe Robbie” Stadium?

by Leslie Marenco | Apr 23, 2015 | Articles, Celebrity Estates, Estate Planning, IRAs / 401(k), Trusts

  Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business acumen, made poor decisions when it came to planning his own estate. He was founder of the Miami...

What the Hell is “Charging Order” Protection?

by Leslie Marenco | Apr 23, 2015 | Articles, Asset Protection, Business/ Corporate Law

My friend Marty, a very sassy CPA friend of mine once said to me that “LLC” stood for “Lawyer’s Likely Choice.” At first I laughed at his teasing remark but he was actually right.  In terms of new formations, the Limited Liability Company...

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