by Leslie Marenco | Jul 20, 2018 | Articles, Estate Planning
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a trustee is not only a great honor,...
by Leslie Marenco | Dec 15, 2017 | Articles, Estate Planning, Estate Tax, Income Tax, IRS
If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential game changer for tax planning. Known as the “Tax Cuts and Jobs Act,” both houses of Congress passed...
by Leslie Marenco | Oct 13, 2017 | Articles, Case Law, Estate Planning, Probate, Wills
DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are turning to online services to meet their legal needs, maybe even you. Here’s what you need to know before you decide...
by Leslie Marenco | Oct 6, 2017 | Articles, Asset Protection, Estate Planning, Trusts
Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber task can be ruined by making one of these common mistakes....
by Leslie Marenco | Sep 22, 2017 | Articles, Estate Planning
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children...
by Leslie Marenco | Sep 15, 2017 | Articles, Asset Protection, Estate Planning
While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations to marry, many modern couples (of all genders and sexual orientation) still choose against marriage. If...
