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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

What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?

by Leslie Marenco | Sep 29, 2017 | Articles, Uncategorized

  When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. Did you know that most people who win the lottery lose their winnings...

How Legal Planning Helps Build a Strong Blended Family

by Leslie Marenco | Sep 22, 2017 | Articles, Estate Planning

  Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children...

Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not?

by Leslie Marenco | Sep 15, 2017 | Articles, Asset Protection, Estate Planning

  While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations to marry, many modern couples (of all genders and sexual orientation) still choose against marriage.   If...

Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan

by Leslie Marenco | Sep 8, 2017 | Articles, Celebrity Estates, Estate Planning, Trusts

  Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your loved ones...

Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?

by Leslie Marenco | Sep 1, 2017 | Articles, Estate Planning, Real Property / Real Estate, Trusts, Uncategorized

  Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this before you rely on a Transfer on Death...

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