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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

Survey Finds Wealthy Parents Fear Inheritances Will Do More Harm Than Good

by Leslie Marenco | May 15, 2015 | Articles, Inheritance

A survey recently released by Merrill Lynch’s Private Banking and Investment Group — How Much Should I Give to My Family? — shows that the #1 concern of wealthy parents is that the inheritances they plan to leave their children will do more harm than...

Sofia Vergara Battles Over Frozen Embryos

by Leslie Marenco | May 14, 2015 | Articles, Celebrity Estates, Health Care Directive

It began with an anonymous court filing pitting “John Doe” against “Jane Doe.”  It didn’t take long for Jane and John to be identified publicly as Modern Family’s Sofia Vergara and creator of the Onion Crunch, Nick Loeb.  Formerly...

IRS Factors to Determine Employee or Independent Contractor Status Protection

by Leslie Marenco | May 14, 2015 | Articles, IRS

Many small businesses rely on independent contractors for their staffing needs. There are many benefits to using contractors over hiring employees: Savings in labor costs; Reduced liability; Flexibility in hiring and firing. BUT Why Does It Matter? Mis-classification...

What You Can Learn From the Estate Planning Mistakes of Others

by Leslie Marenco | May 8, 2015 | Articles, Estate Planning

There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning.  Even with all the financial resources available to them, celebrities can neglect the basics when it comes to protecting...

How You Can Avoid Being Taken Advantage of Once You Become Elderly

by Leslie Marenco | May 1, 2015 | Articles, Estate Planning, Health Care Directive, Probate, Trusts

A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse.  Here are some tips on how you can ensure your parents (or...
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