by Leslie Marenco | Jan 6, 2017 | Articles, Estate Planning
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family...
by Leslie Marenco | Jan 6, 2017 | 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...
by Leslie Marenco | Jan 2, 2017 | Articles, Uncategorized
This time of year as I look upon the previous year and set goals for the future, I am always reminded of Steve Jobs’ 2005 commencement speech at Stanford University, where he stated: When Jobs was 17, he read a quote that made an impression on him, and every day after...