by Leslie Marenco | Jul 13, 2018 | Articles, Uncategorized
Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations. As you likely know, the administration’s new “zero-tolerance”...
by Leslie Marenco | Jul 9, 2018 | Articles, Uncategorized
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself or your family AND...
by Leslie Marenco | Jun 29, 2018 | Articles, Uncategorized
It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child is properly handled. Or sometimes, they tell me they didn’t know they needed...
by Leslie Marenco | Jun 24, 2018 | Articles, Uncategorized
The news of Anthony Bourdain’s suicide totally shocked me last week. Bourdain seemed to live the life many of us aspire to lead but do not have the courage to “go for.” He seemed just a little bolder, a little more honest, a little more adventurous, a little more “in...
by Leslie Marenco | Jun 24, 2018 | Articles, Uncategorized
The IRS has recently issued a reminder to taxpayers that the automatic two-month extension for U.S. citizens and resident aliens living abroad for filing the 2017 income tax return is about to expire. U.S. citizens or resident aliens are subject to U.S. income tax on...
by Leslie Marenco | Jun 24, 2018 | Articles, Uncategorized
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved–and definitely more critical. The latest statistics show that five percent of...
