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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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    • FAQs – Trust Funding
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Have Foreign Accounts? These Are the Filing Requirements

by Leslie Marenco | Nov 10, 2017 | Articles, Uncategorized

By law, many U.S. taxpayers with foreign accounts exceeding certain thresholds must file Form 114, Report of Foreign Bank and Financial Accounts, known as the “FBAR.” It is filed electronically with the Treasury Department’s Financial Crimes Enforcement Network...

Weathering the Storm: How Families Can Plan for Natural Disasters

by Leslie Marenco | Nov 3, 2017 | Articles, Uncategorized

  Planning for natural disasters is more than just stocking up on canned food and water. In a natural disaster, food and water will keep you alive, but how will you rebuild your life if your home and community are devastated? Here are some simple tips that will...

How to Ensure Your Pets Are Protected and Well-Cared For in the Event of Your Death or Incapacity

by Leslie Marenco | Oct 27, 2017 | Articles, Trusts

  If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their good fortune isn’t enough. Too many animals are abandoned when their owners die and face rehoming, life in an animal...

The Ten Richest Families in America and Their Rise to Riches

by Leslie Marenco | Oct 20, 2017 | Articles, Uncategorized

  Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America. These families weren’t overnight successes, but their fortunes have stood the test of time and are the result of...

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case

by Leslie Marenco | Oct 13, 2017 | Articles, Case Law, Estate Planning, Probate, Wills

  DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you.   Here’s what you need to know before you decide...
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