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  • Who You Are
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  • How We Work
  • 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
    • Why Work With Us
    • How To Start
    • Schedule Online
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    • FAQs – Trust Funding
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How to Ensure Your Pets Are Protected and Well-Cared For in the Event of Your Death or Incapacity

by Leslie Marenco | Oct 27, 2017 | Articles, Trusts

  If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their good fortune isn’t enough. Too many animals are abandoned when their owners die and face rehoming, life in an animal...

The Ten Richest Families in America and Their Rise to Riches

by Leslie Marenco | Oct 20, 2017 | Articles, Uncategorized

  Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America. These families weren’t overnight successes, but their fortunes have stood the test of time and are the result of...

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case

by Leslie Marenco | Oct 13, 2017 | Articles, Case Law, Estate Planning, Probate, Wills

  DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you.   Here’s what you need to know before you decide...

Easy Mistakes to Avoid When Passing Assets to Your Child

by Leslie Marenco | Oct 6, 2017 | Articles, Asset Protection, Estate Planning, Trusts

Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber task can be ruined by making one of these common mistakes....

What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?

by Leslie Marenco | Sep 29, 2017 | Articles, Uncategorized

  When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. Did you know that most people who win the lottery lose their winnings...

How Legal Planning Helps Build a Strong Blended Family

by Leslie Marenco | Sep 22, 2017 | Articles, Estate Planning

  Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children...
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