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  • Who You Are
    • Families
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  • How We Help
    • 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
    • How To Start
    • Schedule Online
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  • Resources
    • Blog
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    • FAQs – Trust Funding
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Did You Just Hire an Employee or an Independent Contractor? Be Sure You Know!

by Leslie Marenco | Nov 5, 2014 | Articles, Business/ Corporate Law, Case Law

In its recent ruling in FedEx Home Delivery, the National Labor Relations Board (NLRB) added a new factor for the classification of a worker as an employee or an independent contractor.  The NLRB found that a worker’s right to “entrepreneurial opportunity” was not...

Leave an Inheritance for Future Generations with a “Trusteed IRA”

by Leslie Marenco | Oct 31, 2014 | Articles, IRAs / 401(k), Trusts

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how much of those assets will pass beyond the primary beneficiaries to the next...

Even When the IRS Messes Up, It Still Gets Paid

by Leslie Marenco | Oct 31, 2014 | Articles, IRS

  The Internal Revenue Service recently admitted that it made an error in its initial valuation of Michael Jackson’s estate, as reported in Forbes. Now, before anyone gets too excited, correcting this valuation “mistake” has actually increased...

Florida Homestead Laws – A Quick (But Not So Easy) Guide

by Leslie Marenco | Oct 30, 2014 | Articles, Real Property / Real Estate

The Homestead Laws in Florida are a source of confusion for many people; my clients call me with questions all the time.    First of all, in order to qualify as your Florida homestead, you and your home must meet three criteria: You must have legal or beneficial title...

Prince Harry Turned 30, Inherited Millions & a Wedding Dress

by Leslie Marenco | Oct 29, 2014 | Articles, Celebrity Estates, Inheritance

Prince Harry celebrated his 30th birthday earlier last month. His mother, the iconic Princess Diana, passed away over 17 years ago, following the tragic crash as Diana sped away from paparazzi in France. What was so special about Harry’s 30th birthday?...
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