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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

4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2

by Leslie Marenco | Dec 28, 2017 | Articles, Uncategorized

Last week, we shared the first part of our series on cryptocurrency risks and scams. In part two, we discuss two more common traps to be wary of when investing in digital currency.   If you are considering using cryptocurrency as an investment vehicle, talk with...

4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 1

by Leslie Marenco | Dec 21, 2017 | Articles, Uncategorized

It’s no secret that Bitcoin and other brands of cryptocurrency are one of the hottest new investment opportunities.  And if you’re not already invested, you may be considering how to get in, what exactly is the best way to get in, and you should definitely be...

New Bill is Potential Game Changer for Your Family’s Tax Strategy

by Leslie Marenco | Dec 15, 2017 | Articles, Estate Planning, Estate Tax, Income Tax, IRS

If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential game changer for tax planning. Known as the “Tax Cuts and Jobs Act,” both houses of Congress passed...

Pay For a Loved One’s Education With an Education Trust Fund

by Leslie Marenco | Dec 8, 2017 | Articles, Trusts

  Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to put aside sufficient savings for a single child’s education, but for multiple kids, the price tag can make donating a...

Want to Be an Awesome Parent? Stop Stressing and Spend More Time on Self-Care

by Leslie Marenco | Dec 1, 2017 | Articles, Uncategorized

All parents have undoubtedly felt guilty at some point for not spending enough time with their children. A large part of this guilt comes from our culture. American parents are pressured to dedicate superhuman levels of time and energy to caring for their children to...

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