by Leslie Marenco | May 29, 2015 | Articles, Estate Planning
If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certainly interact socially online. But where do those assets go after you go? And how will your loved one’s get access to them, if you haven’t left behind specific...
by Leslie Marenco | May 15, 2015 | Articles, Estate Planning, Estate Tax, Gift Tax, Income Tax, Kids Protection Planning, Trusts
The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sandberg and the father of two small children, continues to resonate for many reasons. First, he was so young, how could this happen? Second, they are so rich, how...
by Leslie Marenco | May 8, 2015 | Articles, Estate Planning
There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning. Even with all the financial resources available to them, celebrities can neglect the basics when it comes to protecting...
by Leslie Marenco | May 1, 2015 | Articles, Estate Planning, Health Care Directive, Probate, Trusts
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips on how you can ensure your parents (or...
by Leslie Marenco | Apr 24, 2015 | Articles, Estate Planning, Probate, Trusts
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all your assets. Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if...
by Leslie Marenco | Apr 23, 2015 | Articles, Celebrity Estates, Estate Planning, IRAs / 401(k), Trusts
Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business acumen, made poor decisions when it came to planning his own estate. He was founder of the Miami...
