by Leslie Marenco | Jan 6, 2017 | Articles, Estate Planning
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family...
by Leslie Marenco | Jan 6, 2017 | Articles, Estate Planning
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated...
by Leslie Marenco | Jan 2, 2017 | Articles, Uncategorized
This time of year as I look upon the previous year and set goals for the future, I am always reminded of Steve Jobs’ 2005 commencement speech at Stanford University, where he stated: When Jobs was 17, he read a quote that made an impression on him, and every day after...
by Leslie Marenco | Dec 30, 2016 | Articles, Uncategorized
Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. There are many different kinds of power of attorney. The scope of the authority the...
by Leslie Marenco | Dec 23, 2016 | Articles, Uncategorized
Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility. That’s why...
