by Leslie Marenco | Dec 9, 2016 | Articles, Estate Planning, Estate Tax, Trusts
If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate tax exemption was $675,000 to...
by Leslie Marenco | Dec 2, 2016 | Articles, Estate Planning
In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life.” When Jobs was 17, he read a quote that made an impression on him,...
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...
