by Leslie Marenco | Jan 15, 2016 | Articles, Uncategorized
January 1 wipes the slate clean for your tax deductible charitable contributions. That might be a good time to reassess your approach to donating to charities. Most of us respond to some of the appeals which come through various avenues such as unsolicited phone...
by Leslie Marenco | Jan 8, 2016 | Articles, Uncategorized
A Wisconsin woman, whose story was widely reported in media nationwide, has died. Heather McManamy, who was diagnosed with cancer in 2013, was told her condition was terminal in 2014. She began reflecting on what the future lives of her friends and family would be...
by Leslie Marenco | Jan 1, 2016 | Articles, Retirement
The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, “Failing to plan is as good as planning to fail.” One of the first...
by Leslie Marenco | Dec 31, 2015 | Articles, Celebrity Estates, Estate Tax, High Net Worth, Income Tax, Trusts
Mark Zuckerberg has already changed the world we live in by giving us Facebook. Now he wants to change the world for future generations, too. He and his wife, Dr. Priscilla Chan, recently announced that they would give 99 percent of their Facebook shares, worth more...
by Leslie Marenco | Dec 30, 2015 | Articles, Estate Planning, Uncategorized
LAST CALL – I BELIEVE WE HAVE 2 SLOTS LEFT! Calling all CPAs, Financial Advisors, Corporate Attorneys, Life/LTC Insurance Agents, Realtors and anyone else in the “financial sphere.” Are you always taking care of your clients and making sure they have...
by Leslie Marenco | Dec 25, 2015 | Articles, Uncategorized
There are so many people in our midst who are considered indigent. We see them on street corners, in parks, and where homeless people congregate. We may wonder how they get by from day to day. But do you ever wonder what happens when an indigent person dies? Cities,...
