by Leslie Marenco | Jan 14, 2017 | Articles, Estate Planning, Uncategorized
As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year. Like any other strategies for the future — saving for college, or a...
by Leslie Marenco | Jan 13, 2017 | Articles, Estate Planning, Health Care Directive
Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate plan can ensure your decisions are always your choice, even if you...
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...
