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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

Estate Planning After Marriage Equality: What All Couples Should Know

by Leslie Marenco | Nov 25, 2016 | Articles, Estate Planning, IRAs / 401(k), Retirement

In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need...

Jose Fernandez’s Legacy Will Live On–In Trust for His Unborn Daughter

by Leslie Marenco | Nov 20, 2016 | Articles, Celebrity Estates, Trusts, Uncategorized

   The death of Miami Marlins pitcher Jose Fernandez is a tragedy felt across our country. His death is particularly tragic for his family and his girlfriend, Maria Arias who is pregnant with their first child. As authorities investigated the accident, there was some...

Why You Need to Update Your Estate Plan After These Life Events

by Leslie Marenco | Nov 18, 2016 | Articles, Estate Planning

Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated immediately...

How to Discuss Estate Planning With Aging (or Sick) Loved Ones (Part II)

by Leslie Marenco | Nov 11, 2016 | Articles, Estate Planning, Uncategorized

In our last newsletter, we shared the first part of our article on how to discuss estate planning with aging (or sick) loved ones. If you didn’t read it yet, you can do so here...

How to Discuss Estate Planning With Aging (or Sick) Loved Ones (Part I)

by Leslie Marenco | Nov 4, 2016 | Articles, Estate Planning, Uncategorized

Someone you love is aging. Or maybe, facing a potentially terminal illness. And you know it’s time for them to think about end of life planning because the end of their life will impact you. So how do you broach this delicate topic when it feels so uncomfortable to...

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