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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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How to Discuss Estate Planning With Aging (or Sick) Loved Ones (Part I)

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...

Life Changes That Require an Update to Your Estate Plan

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...

Legal Rights of Grandparents: In Honor of National Grandparents’ Day

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...

Conscious Money Challenge: Know How You Are Invested

by Leslie Marenco | Aug 12, 2016 | Articles, Estate Planning, IRAs / 401(k)

If you have money invested in the stock market, whether through a retirement account or a straight brokerage account, I challenge you today to find out exactly what your money is invested in and make a conscious choice about what you are supporting in the world. If...

Kelly Clarkson Starts Blended Family: What She Needs to Consider

by Leslie Marenco | Jul 1, 2016 | Articles, Celebrity Estates, Estate Planning

Starting a new family is always exciting and even a tad scary. This natural apprehension can be enhanced when a couple creates a blended family. Bringing children from different parents together presents challenges – and those challenges are multiplied when the couple...

ABLE Accounts: A Powerful New Planning Tool for Families with Special Needs Children

by Leslie Marenco | Jun 30, 2016 | Articles, Estate Planning, Guardianship, Special Needs Planning

Thanks to advances in medical treatment and the development of assistive technologies, individuals with special needs are living longer and more productive lives today, than ever before. While this is positive news, it presents a unique set of estate planning...
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