by Leslie Marenco | May 29, 2015 | Articles, Estate Planning, IRAs / 401(k), Kids Protection Planning, Trusts
It is natural for parents to want to treat their children equally when it comes to inheritances. However, equal treatment is not always the best course of action when it comes to estate planning and gifts. Here are some situations that call for unequal treatment:...
by Leslie Marenco | May 29, 2015 | Articles, Estate Planning
If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certainly interact socially online. But where do those assets go after you go? And how will your loved one’s get access to them, if you haven’t left behind specific...
by Leslie Marenco | May 29, 2015 | Articles, Celebrity Estates, Inheritance, Trusts, Wills
Seventies beauty icon Farrah Fawcett died in June of 2009 following a terrible battle with cancer. When someone mentions Farrah Fawcett, most people think of her wispy blonde hair and good looks… but Farrah Fawcett was far from a stereotypical blonde...
by Leslie Marenco | May 28, 2015 | Articles, Asset Protection, Trusts
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if it’s set up right: Asset protection for heirs. One of the most...
by Leslie Marenco | May 15, 2015 | Articles, Estate Planning, Estate Tax, Gift Tax, Income Tax, Kids Protection Planning, Trusts
The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sandberg and the father of two small children, continues to resonate for many reasons. First, he was so young, how could this happen? Second, they are so rich, how...
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