by Leslie Marenco | Nov 25, 2016 | Articles, Estate Planning, IRAs / 401(k), Retirement
In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide finally enjoy marriage equality. And, whether you are legally married in the eyes of the law, or not, there are important additional legal planning steps you need...
by Leslie Marenco | Nov 18, 2016 | 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 immediately...
by Leslie Marenco | Nov 11, 2016 | Articles, Estate Planning, Uncategorized
In our last newsletter, we shared the first part of our article on how to discuss estate planning with aging (or sick) loved ones. If you didn’t read it yet, you can do so here...
by Leslie Marenco | Nov 4, 2016 | Articles, Estate Planning, Uncategorized
Someone you love is aging. Or maybe, facing a potentially terminal illness. And you know it’s time for them to think about end of life planning because the end of their life will impact you. So how do you broach this delicate topic when it feels so uncomfortable to...
by Leslie Marenco | Oct 21, 2016 | Articles, Estate Planning
Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely one you won’t like. It may be time for you to review the plan the State has for you and make more informed, empowered choices for your family. If you have created an...
by Leslie Marenco | Sep 9, 2016 | Articles, Estate Planning
When all is ideal in a family, the bond between grandparent and child is a special one. Maybe you’ve even heard that grandparenting is the grand reward for parenting. But what happens when the grandparent becomes the parent? Or when parents’ divorce or one parent dies...
