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  • Who We Are
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  • Who You Are
    • Families
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    • 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
  • Getting Started
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
  • Careers

How Real Men Celebrate Father’s Day

by Leslie Marenco | Jun 13, 2014 | Articles, Estate Planning, Guardianship

Do you know what it takes to be a real man?  Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it means to be a “real man.” At the top...

Greatest Wealth Transfer in History Underway – What’s Your Plan?

by Leslie Marenco | Jun 6, 2014 | Articles, Estate Planning, Inheritance

A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth –...

How to Balance Family Memories With Future Plans for a Vacation Home

by Leslie Marenco | May 28, 2014 | Articles, Uncategorized

Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories and celebrate family traditions at that special place. A...

How to Protect Your Legacy With a Business Succession Plan

by Leslie Marenco | May 23, 2014 | Articles, Business Succession, Uncategorized

Our state is rich with families who have started businesses here and watched them thrive through the generations.  However, there are also many examples of family businesses that have failed to weather the changes in generational management and ceased to exist.  In...

Your Memorial Should Be More Than Just Money

by Leslie Marenco | May 23, 2014 | Articles, Uncategorized

One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones.  We hear so many stories of family members who keep...
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