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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

ABLE Accounts: A Powerful New Planning Tool for Families with Special Needs Children

by Leslie Marenco | Jun 30, 2016 | Articles, Estate Planning, Guardianship, Special Needs Planning

Thanks to advances in medical treatment and the development of assistive technologies, individuals with special needs are living longer and more productive lives today, than ever before. While this is positive news, it presents a unique set of estate planning...

Life Is Multi-Faceted: Teach a Child to Be Open and Embrace Complexities

by Leslie Marenco | Jun 24, 2016 | Articles, Uncategorized

When you picture a “normal” family, what do you see? Is it the traditional notion of one male parent and one female parent, two kids, and a family pet? Or do you see something different? Or perhaps you reject the notion of a “normal” family altogether? Recent court...

Signing Up For Medicare: The Facts For You or Your Parents Nearing Age 65

by Leslie Marenco | Jun 17, 2016 | Articles, Uncategorized

People who are nearing the age of 65 should be making plans for the transition from private health care to Medicare. It is not a simple process or one that happens automatically. You have to initiate the enrollment process at a specific time or suffer a monetary...

Guiding Your Children to Grow Through Failure–a Gift That Keeps On Giving

by Leslie Marenco | Jun 10, 2016 | Articles, Uncategorized

Laws and rules are created within organized societies to regulate interaction and protect citizens. A classic example is the American system of traffic laws, designed to promote consistent traffic flow while reducing accidents. When everyone understands how a four-way...

When Is the Purchase of Long-Term Care Insurance Worth It?

by Leslie Marenco | Jun 3, 2016 | Articles, Uncategorized

Elder Care is emerging as a significant issue for many people as life spans continue to increase. It is nice to know that because of health care advances, we can expect to live longer, but there are no included guarantees on the quality of life in the later years.Many...

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