by Leslie Marenco | Jan 27, 2023 | Asset Protection, Estate Planning, Family, Inheritance, Kids Protection Planning, Trusts
Your estate plan will need a few updates if you’re getting divorced. While you may not be thinking about dying yet, having an estate plan that reflects your new reality will help protect your assets and ensure the people in your life get what they need. You and...
by Leslie Marenco | Dec 19, 2022 | Articles, Estate Planning, Family, Incapacity, Intellectual Property, Trusts, Wills
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn,...
by Leslie Marenco | Sep 9, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Income Tax, Real Property / Real Estate
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
by Leslie Marenco | Sep 2, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a...
by Leslie Marenco | Aug 26, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Real Property / Real Estate, Trusts, Wills
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
