by Leslie Marenco | Jun 6, 2014 | Articles, Estate Planning, Inheritance
A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth –...
by Leslie Marenco | May 28, 2014 | Articles, Uncategorized
Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories and celebrate family traditions at that special place. A...
by Leslie Marenco | May 23, 2014 | Articles, Business Succession, Uncategorized
Our state is rich with families who have started businesses here and watched them thrive through the generations. However, there are also many examples of family businesses that have failed to weather the changes in generational management and ceased to exist. In...
by Leslie Marenco | May 23, 2014 | Articles, Uncategorized
One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so many stories of family members who keep...
by Leslie Marenco | May 16, 2014 | Articles, Estate Planning, Uncategorized
Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years. So the next time you need a great price on your favorite yellow fruit, go ahead and head for Walmart. But steer clear of the world’s largest retailer when you...
by Leslie Marenco | May 14, 2014 | Articles, Inheritance, Trusts
Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them. But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty inheritance. A...
