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  • Who We Are
    • Our Firm
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • 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
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
  • Careers

Develop a Positive Morning Routine for Your Family

by Leslie Marenco | Sep 2, 2014 | Articles, Uncategorized

When I was a child my mom sure had a hard time with me in the mornings! She would have to force me to wake up by turning on all the lights and yelling at me several times to get out of bed. Alarm clocks were no match for me!! So when I read an article by the American...

7 Questions to Ask Before You Start a New Business

by Leslie Marenco | Sep 2, 2014 | Articles, Uncategorized

When venturing into a new business, there is much to be considered. Below are a few key topics to explore prior to committing your time and/or financial resources. Why do you want to work for yourself? If your desire to start a new business comes from how much you...

The Last Important Gift to Give Your Family

by Leslie Marenco | Aug 29, 2014 | Articles, Estate Planning

As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family.  Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave...

4 Important Steps to Protect Personal Wealth From Business Liabilities

by Leslie Marenco | Aug 27, 2014 | Articles, Asset Protection, Business/ Corporate Law

Every business owner makes the decision to assume some portion of risk when they operate their own business, but no one wants that potential risk to affect their personal wealth.  Unfortunately, there are all too many business owners who neglect to implement the...

Mid-Year Tax Planning Checklist

by Leslie Marenco | Aug 22, 2014 | Articles, Estate Planning, Estate Tax, Gift Tax, Income Tax, Inheritance, IRAs / 401(k), IRS, Liens/Debt

Okay, clearly we are past midyear. But now that kids are back to school things can begin to normalize again. All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or...
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