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  • Who You Are
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  • How We Work
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    • 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
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Avoid the Piercing of the Corporate Veil – How to Protect Your Personal Assets

by Leslie Marenco | May 5, 2014 | Articles, Asset Protection, Business/ Corporate Law

I was about to write “…one of the primary advantages of incorporating your business is that business owners are not held personally liable for the debts or liabilities of the entity” when I stopped myself.  Let’s be real; the whole freaking purpose of setting up a...

Buying a Business: Common Dangers

by Leslie Marenco | May 1, 2014 | Articles, Asset Protection, Business/ Corporate Law

Recently, a woman came into my office concerned and confused because she was served with a Complaint regarding the assets of a business she had purchased over a year ago. The Plaintiff was claiming that she had conspired with what appeared to be at the time the...

4 Steps You Should Take to Protect Your Money

by Leslie Marenco | Jan 17, 2014 | Articles, Asset Protection

Asset protection is not something most people think too deeply about.  Most of us are busy trying to accumulate assets to give considered thought to consider the importance of protecting what we have.  A recent article on The Motley Fool investment website notes that...

10 Estate Planning Questions to Ask Before Year-End

by Leslie Marenco | Dec 6, 2013 | Articles, Asset Protection, Estate Planning, Estate Tax, Gift Tax, Income Tax, IRAs / 401(k), Trusts, Wills

If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Estate...

7 Good Reasons You Need An Estate Plan—Even If You Only Have $500 in the Bank

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...
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