by Leslie Marenco | Jan 10, 2017 | Articles, Celebrity Estates, Estate Planning
If you died and were unmarried, who would plan your funeral? What would happen to your estate – i.e. everything you own? What if you had been in a relationship with someone for years or even decades? Some of you will remember my newsletter article on Philip...
by Leslie Marenco | Jan 6, 2017 | Articles, Estate Planning
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family...
by Leslie Marenco | Jan 6, 2017 | Articles, Estate Planning
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated...
by Leslie Marenco | Dec 16, 2016 | Articles, Estate Planning, Kids Protection Planning
Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on...
by Leslie Marenco | Dec 9, 2016 | Articles, Estate Planning, Estate Tax, Trusts
If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate tax exemption was $675,000 to...
by Leslie Marenco | Dec 2, 2016 | Articles, Estate Planning
In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life.” When Jobs was 17, he read a quote that made an impression on him,...
