by Leslie Marenco | Nov 8, 2013 | Articles, Uncategorized
If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best interest. ...
by Leslie Marenco | Nov 1, 2013 | Articles, Trusts
Many of you who have been asked by a family member of close friend to serve as the trustee of a trust are honored that the trust owner feels confident in relying on their good judgment to undertake this important responsibility. And it’s very likely you have no idea...
by Leslie Marenco | Oct 25, 2013 | Articles, Estate Planning
We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done with a Personal Family Lawyer, creating an estate plan makes your...
by Leslie Marenco | Oct 18, 2013 | Articles, Estate Planning
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails. Most parents name a child as an executor, but seldom do children then do the necessary research to see what estate...
by Leslie Marenco | Oct 11, 2013 | Articles, Estate Planning, Special Needs Planning
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...
