by Leslie Marenco | Sep 13, 2013 | Articles, Estate Planning
In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Marriage Act (DOMA). The Windsor ruling has led to a number of recent federal rule changes from the IRS, Social Security Administration and other agencies that...
by Leslie Marenco | Sep 6, 2013 | Articles, Retirement
Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what retirement might be like…i.e., extra time to do what we want. But to have a fulfilling and enriching retirement, you need to do more than just wait to...
by Leslie Marenco | Aug 30, 2013 | Articles, Estate Planning
Remember that old joke: How do you eat an elephant? Answer: One bite at a time. At the heart of that gag is the truth about how you tackle any seemingly complex task, taking it one step at a time so as not to overwhelm yourself.Many people neglect to create an...
by Leslie Marenco | Aug 23, 2013 | Articles, IRAs / 401(k), Retirement
Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have a potentially devastating effect on the retirement plans of those who divorce later in life. Divorce after 50 usually results in a loss of income for both...
by Leslie Marenco | Aug 16, 2013 | Articles, Asset Protection, Business Succession, Estate Planning, Kids Protection Planning
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and safeguarding your health care. Money and taxes aside, here...
by Leslie Marenco | Aug 9, 2013 | Articles, Estate Planning, Kids Protection Planning
We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you should be. Here’s why: once your child turns 18, you are no longer entitled to know about their...
