by Leslie Marenco | May 19, 2017 | Articles, Inheritance
Completely disinheriting a child or grandchild should be reserved for extreme circumstances. And, if those circumstances exist in your family, it’s critical to ensure that you’ve taken the proper planning steps so that you are not leaving your loved one’s with a...
by Leslie Marenco | May 12, 2017 | Articles, Income Tax
Divorce can wreak havoc on your finances. But what many divorced couples don’t realize is that they can expect to face recurring financial challenges during tax season for years after the divorce is finalized. While divorce is often adversarial, leaving both...
by Leslie Marenco | May 5, 2017 | Articles, Uncategorized
You’ve put in the time to get your business off the ground and now you’re up and running. You have a product or service that’s selling well, team support to keep everyone happy and a proven income model. Congratulations! You’ve overcome the biggest obstacle to...
by Leslie Marenco | Apr 28, 2017 | Articles, Celebrity Estates, Estate Planning, Wills
Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. This time last year, superstar musician Prince died suddenly, leaving no will, and the management of his substantial estate fraught with legal complications and...
by Leslie Marenco | Apr 21, 2017 | Articles, Estate Planning, Guardianship, Health Care Directive, Kids Protection Planning
Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for the care of...
by Leslie Marenco | Apr 14, 2017 | Articles, IRAs / 401(k), Retirement
Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life...
