by outsourceddoers | Nov 8, 2022 | Articles, Asset Protection, Business Succession, Case Law, Family, Financial, Health Care Directive, Income Tax, Retirement, Uncategorized
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn,...
by Leslie Marenco | Sep 9, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Income Tax, Real Property / Real Estate
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
by Leslie Marenco | Aug 21, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Inheritance
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
by Leslie Marenco | Jul 15, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census...
by Leslie Marenco | Feb 12, 2021 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Liens/Debt, Non - US Citizen, Non-Probate Asset
News icon Larry King recently passed away in the midst of his eighth divorce. We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and...
by Leslie Marenco | Feb 11, 2021 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Income Tax, Inheritance
This week’s pandemic guilty-pleasure television takes a more serious look at the butt of our collective joke: Britney Spears, her 2007 breakdown, and the decade-plus control her father has exercised over her life and finances thanks to a conservatorship proceeding....
