by Leslie Marenco | Aug 25, 2017 | Articles, Estate Planning
Life insurance is a purchase only made once or twice in a lifetime, so it is common to be unaware of the ins and outs of policy protection. The potential pitfalls are significant, however, so review the following tips before purchasing a life insurance policy....
by Leslie Marenco | Aug 11, 2017 | Articles, Estate Planning
Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what it is or how it affects your estate planning. Or, maybe you’ve got yourself some Bitcoin, but haven’t given thought to what would happen to your digital...
by Leslie Marenco | Aug 4, 2017 | Articles, Estate Planning
Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put the security of your financial future at risk. To mitigate these concerns, consider these...
by Leslie Marenco | Jul 21, 2017 | Articles, Estate Planning, Trusts
Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your trust (and really your entire estate plan) should be reviewed during your divorce to prevent unforeseen...
by Leslie Marenco | Jul 14, 2017 | Articles, Celebrity Estates, Estate Planning, High Net Worth, Intellectual Property
A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate, that recently meant...
by Leslie Marenco | Jul 7, 2017 | Articles, Estate Planning, Wills
Of the handful of major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This often complex process is accomplished via testamentary documents such as wills and...
