by Leslie Marenco | Jun 12, 2015 | Articles, Estate Planning
Many parents believe that by adding a child’s name to a property deed, they can pass along the property outside of probate. Unfortunately, those who act on that belief often find they have invited more problems than they have avoided. This is because in many states,...
by Leslie Marenco | Jun 1, 2015 | Articles, Estate Planning
We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you are probably not thinking about one for them either, but you should be. Here’s why: once your child turns 18, you are no longer entitled to know about their...
by Leslie Marenco | May 29, 2015 | Articles, Estate Planning, IRAs / 401(k), Kids Protection Planning, Trusts
It is natural for parents to want to treat their children equally when it comes to inheritances. However, equal treatment is not always the best course of action when it comes to estate planning and gifts. Here are some situations that call for unequal treatment:...
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...
