by Leslie Marenco | Jul 27, 2018 | Articles, Uncategorized
Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in part two, we discuss the rest of a trustee’s core responsibilities. [PFL – INSERT HYPERLINK BEHIND TEXT TO PREVIOUS ARTICLE IN BLOG...
by Leslie Marenco | Jul 20, 2018 | Articles, Estate Planning
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a trustee is not only a great honor,...
by Leslie Marenco | Jul 13, 2018 | Articles, Uncategorized
Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations. As you likely know, the administration’s new “zero-tolerance”...
by Leslie Marenco | Jul 9, 2018 | Articles, Uncategorized
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself or your family AND...
