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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 Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Personal Family Lawyer®

by Leslie Marenco | Jan 25, 2018 | Articles, Uncategorized

Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with a Personal Family Lawyer® is different than meeting with a traditional lawyer.   This article will explain what’s involved with such...

4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

by Leslie Marenco | Jan 18, 2018 | Articles, Uncategorized

Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly...

Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)

by Leslie Marenco | Jan 11, 2018 | Articles, Uncategorized

If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between 55 and 65 have nothing...

The Real Planned Parenthood: Platonic Parenting

by Leslie Marenco | Jan 4, 2018 | Articles, Uncategorized

Divorce can be one of the most unpleasant—and often traumatic—experiences of your life, especially if you have children. It can be even more distressing for the kids themselves. In many cases, a divorce can severely affect a child’s emotional well-being, and in...

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