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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
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    • Schedule Online
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The Best Time to Update Your Employee Handbook is Right Now

by Leslie Marenco | Oct 27, 2014 | Articles, Uncategorized

If business owners realized the role a good employee handbook can play in protecting their company from employee litigation, keeping it up to date would be a bigger priority. Alas, many employers neglect these documents until a glaring error decides a case in an...

Dangers of Having Joint Accounts

by Leslie Marenco | Oct 27, 2014 | Articles, Asset Protection, Estate Planning, Non-Probate Asset, Probate

Many people see joint accounts as a cheap and easy way to avoid probate, since joint property passes to the join owner at death, but these accounts can actually be quite risky when it comes to estate planning. Joint ownership of accounts can be a great way to easily...

Supreme Court Decision Makes Inherited IRAs Fair Game in Bankruptcy

by Leslie Marenco | Oct 24, 2014 | Articles, Asset Protection, Case Law, IRAs / 401(k)

A recent U.S. Supreme Court decision has changed the way inherited IRAs are viewed when it comes to bankruptcy, and calls for those who inherit these retirement account assets to find new ways to protect that inheritance. In Clark v. Rameker, Heidi Heffron-Clark...

Robin Williams Worried About “Affluenza”

by Leslie Marenco | Oct 19, 2014 | Articles, Celebrity Estates, Estate Planning

  The death of beloved actor and comedian Robin Williams was a sad event for many, but those most struggling would be his children.  Williams had an estate plan that was created in a way that worked to protect them from a multitude of issues–including what...

Asset Protection Strategies for Female Business Owners

by Leslie Marenco | Oct 18, 2014 | Articles, Asset Protection, Business Succession

Female-owned businesses are one of the fastest growing sectors of the U.S. economy, with the number of women-owned businesses doubling over the past 17 years, according to a recent Forbes article. Many women who run their own companies often do double-duty as CEOs of...

How to Create a Lifetime of Care for a Special Needs Child

by Leslie Marenco | Oct 17, 2014 | Articles, Kids Protection Planning

Parents of children with special needs usually share one overriding concern: what will happen to my child after I’m gone? They also struggle with guilt for what they envision as an eventual destiny for their other children who might assume care of their special needs...
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