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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

Does Your Parent Need Help With Finances? Start Here.

by Leslie Marenco | Jan 20, 2017 | Articles, Uncategorized

Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant...

Owning Land in Multiple States Without a Trust Will Cost Your Heirs a Lot of Money!

by Leslie Marenco | Jan 18, 2017 | Articles, Probate, Trusts, Wills

  A Tale of Ancillary Probate:  Two and a Half Years, Three States, & Six Separate Probate Proceedings! For many families, owning land is a rewarding way to build wealth while creating a legacy for future generations.  Indeed, we have lots of clients that are...

Your Simple Estate Planning Review Checklist for 2017

by Leslie Marenco | Jan 14, 2017 | Articles, Estate Planning, Uncategorized

  As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year.   Like any other strategies for the future — saving for college, or a...

3 Health Care Documents You Need to Include in Your Estate Plan

by Leslie Marenco | Jan 13, 2017 | Articles, Estate Planning, Health Care Directive

Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you...

Estate Planning is CRITICAL For Unmarried Couples

by Leslie Marenco | Jan 10, 2017 | Articles, Celebrity Estates, Estate Planning

If you died and were unmarried, who would plan your funeral? What would happen to your estate – i.e. everything you own?  What if you had been in a relationship with someone for years or even decades? Some of you will remember my newsletter article on Philip...
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