by Leslie Marenco | Sep 3, 2014 | Articles, Asset Protection, Estate Planning, Inheritance, Special Needs Planning, Trusts
When families come in to do planning with me, we discuss at length how they want their children (or other beneficiaries) to inherit their wealth. In fact, whether they want their wealth inherited 1) outright, or in 2) Lifetime Asset Protection Trusts, is one of the...
by Leslie Marenco | Sep 2, 2014 | Articles, Asset Protection, Estate Tax, Income Tax
This is a Forbes article by William Baldwin which I found to be extremely helpful and easy to follow. I also agree with his advice…. Some assets are terrific holdings in estates. Go to your grave clutching them. Some are bad for heirs. Play hot potato with them...
by Leslie Marenco | Sep 2, 2014 | Articles, Uncategorized
When I was a child my mom sure had a hard time with me in the mornings! She would have to force me to wake up by turning on all the lights and yelling at me several times to get out of bed. Alarm clocks were no match for me!! So when I read an article by the American...
by Leslie Marenco | Sep 2, 2014 | Articles, Uncategorized
When venturing into a new business, there is much to be considered. Below are a few key topics to explore prior to committing your time and/or financial resources. Why do you want to work for yourself? If your desire to start a new business comes from how much you...
by Leslie Marenco | Aug 29, 2014 | Articles, Estate Planning
As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave...
by Leslie Marenco | Aug 27, 2014 | Articles, Asset Protection, Business/ Corporate Law
Every business owner makes the decision to assume some portion of risk when they operate their own business, but no one wants that potential risk to affect their personal wealth. Unfortunately, there are all too many business owners who neglect to implement the...
