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  • Who We Are
    • Our Firm
  • 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
    • Blended Family and Surviving Spouse
  • Getting Started
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
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Who Control’s Marilyn’s Estate?

by Leslie Marenco | Mar 17, 2015 | Articles, Celebrity Estates, Estate Planning

Marilyn Monroe, a global symbol of beauty, glamour and sex, died on Aug. 5, 1962 of an overdose.  Fifty years later, she’s still in style – and making more money than ever. Monroe’s come-hither expression is emblazoned on posters, T-shirts and...

Succession Planning for the Family Business

by Leslie Marenco | Mar 17, 2015 | Articles, Business Succession

We know that building a thriving family business takes a lot of hard work, and to ensure the business continues to thrive, it takes foresight and planning. When business owners are preparing to transition the business to the next generation of leadership, it is...

What Women Need to Know About Estate Planning

by Leslie Marenco | Mar 13, 2015 | Articles, Estate Planning

Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estate planning: Minor...

Asset Protection: When a Will Won’t Work

by Leslie Marenco | Mar 13, 2015 | Articles, Asset Protection, Wills

One of the most prevalent misconceptions when it comes to estate planning is that if you have a will, it will take care of everything that needs to happen after you die in terms of your assets.  But before you leave everything to just a will, consider these...

Protecting Your Family When It Matters Most

by Leslie Marenco | Mar 6, 2015 | Articles, Celebrity Estates, Estate Planning, Health Care Directive, Trusts

A drama currently playing out in a French courtroom demonstrates that any elderly person can fall victim to financial abuse, even the second wealthiest woman in the world. Lilliane Bettencourt, 92, is heiress to the L’Oreal cosmetics fortune, and Forbes has estimated...

No More Reasons for Delay in Implementing These 5 Estate Planning Essentials

by Leslie Marenco | Feb 27, 2015 | Articles, Estate Planning, Health Care Directive, Kids Protection Planning, Trusts, Wills

Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny piece of estate planning.  Now that the clouds have lifted and Congress has given...
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