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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

Can Facing Your Death Actually Increase Happiness During Life?

by Leslie Marenco | Oct 28, 2016 | Articles, Uncategorized

Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south.  Nestled in the Himalayas, Bhutan is the last remaining Buddhist state in the world. But one of the most unique aspects of Bhutanese government is the country’s...

Life Changes That Require an Update to Your Estate Plan

by Leslie Marenco | Oct 21, 2016 | Articles, Estate Planning

Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely one you won’t like. It may be time for you to review the plan the State has for you and make more informed, empowered choices for your family. If you have created an...

What You Can Learn From the Clintons’ Tax Returns

by Leslie Marenco | Oct 14, 2016 | Articles, Celebrity Estates, High Net Worth, IRAs / 401(k), IRS, Uncategorized

In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released their 2015 federal tax return. Tax returns have been a hot topic this year, as candidate Donald Trump continues to refuse to release his tax returns.What can you...

What Is Elder Abuse and How Can You Keep Yourself (or Your Parents) Safe?

by Leslie Marenco | Oct 7, 2016 | Articles, Uncategorized

One day, you will be an elderly person, you hope. Maybe you are already there. Or, your parents are.And, unfortunately, as more of us age, there is more and more cases of elder abuse, and in order to stop it, we must first spot it and understand the totality of the...

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