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  • Who You Are
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  • 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
    • Why Work With Us
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    • Schedule Online
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Steve Jobs Reminds Us to “Live Before You Die”

by Leslie Marenco | Jan 2, 2017 | Articles, Uncategorized

This time of year as I look upon the previous year and set goals for the future, I am always reminded of Steve Jobs’ 2005 commencement speech at Stanford University, where he stated: When Jobs was 17, he read a quote that made an impression on him, and every day after...

Power of Attorney: What Is It and Is It Enough?

by Leslie Marenco | Dec 30, 2016 | Articles, Uncategorized

Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. There are many different kinds of power of attorney. The scope of the authority the...

How These Common Assets Can Affect Your Financial Aid Eligibility

by Leslie Marenco | Dec 23, 2016 | Articles, Uncategorized

Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often most expensive!) events. Unfortunately, certain assets may adversely affect student financial aid eligibility.  That’s why...

Claim of Undue Influence in a Will Contest May Have Unintended Results

by Leslie Marenco | Dec 21, 2016 | Articles, Probate, Probate Litigation, Wills

Often I get clients who are interested in objecting to a Last Will and Testament because of suspected undue influence of their loved one.  In Florida there is a split of authority over what happens to a previous Will when the most recent Will is invalidated by the...

Is Your Family “Too Young” to Need an Estate Plan?

by Leslie Marenco | Dec 16, 2016 | Articles, Estate Planning, Kids Protection Planning

Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on...

Castro’s Family to Inherit $900 Million or Nothing?!

by Leslie Marenco | Dec 15, 2016 | Articles, Inheritance

 While the Castro family  imposed a mandatory nine-day mourning period over Cuba, questions remain as to who will inherit the head of state’s fortune – or if there is any fortune to inherit at all.Depending on what source you believe, Fidel Castro was...
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