by Leslie Marenco | Feb 10, 2017 | Articles, Estate Planning, Estate Tax
Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are...
by Leslie Marenco | Feb 10, 2017 | Articles, Gift Tax, Inheritance, IRS, Uncategorized
If you are a citizen or permanent resident, you must report all income to the IRS annually even if it’s taxed somewhere else. Also, unless you have been living under a rock you should KNOW that you must report your foreign bank accounts. There’s been so...
by Leslie Marenco | Feb 8, 2017 | Articles, Estate Planning
Perhaps no life event imposes a more significant – and urgent – need to update an estate plan than a divorce. A divorce generally causes a radical change in both personal finances and family dynamics; in nearly all cases, both the husband and wife no longer want the...
by Leslie Marenco | Feb 5, 2017 | Articles, Trusts
Irrevocable trusts are an important part of most asset protection and wealth preservation planning strategies. They are used to protect property and assets from nursing homes and other predators, and, depending on your individual situation, can end up saving...
by Leslie Marenco | Feb 3, 2017 | Articles, Estate Planning
Blended families, unmarried couples, assisted reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant changes in the way we define family...
by Leslie Marenco | Feb 2, 2017 | Articles, Probate, Uncategorized
Settling a probate estate in Miami-Dade, Broward, or any other Florida County requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with...
