by Leslie Marenco | May 14, 2018 | Articles, Uncategorized
Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. In light of this, it’s critically important to have the appropriate safeguards in...
by Leslie Marenco | May 4, 2018 | Articles, Uncategorized
Last week, we shared the first part of our series on selecting and naming the right guardians for your children. Here in part two, we discuss the final three steps in the process. Narrow candidate list, and rank your choices When you’ve come up with all of the...
by Leslie Marenco | Apr 27, 2018 | Articles, Uncategorized
One of your most important responsibilities as a parent is to select and legally document guardians for your children. This doesn’t mean just naming godparents or trusting the grandparents will step in if necessary. It means consciously deciding who would raise your...
by Leslie Marenco | Apr 20, 2018 | Articles, Uncategorized
Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the...
by Leslie Marenco | Apr 13, 2018 | Articles, Uncategorized
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to pass on what...
