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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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Legal Steps to Take When Facing a Dementia Diagnosis

by Leslie Marenco | Jul 17, 2014 | Articles, Estate Planning

Maria Shriver knows the devastation of Alzheimer’s disease firsthand.  Her beloved father Sargent Shriver, founder of the Peace Corps and one-time candidate for Vice President of the United States, died of the disease in 2011 after being diagnosed in 2003. Often...

Before You Take Off for Summer Vacation, Take On These 5 To-Dos

by Leslie Marenco | Jul 11, 2014 | Articles, Estate Planning, Guardianship, Health Care Directive, IRAs / 401(k), Kids Protection Planning, Trusts

It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate.  After all, a vacation is a trip you want to go on, while the eternal “trip” is not. However, wouldn’t you travel with more peace of mind if you knew...

Ask These 5 Questions Before Gifting Assets

by Leslie Marenco | Jul 8, 2014 | Articles, Asset Protection, Estate Planning

Gifting assets can be a useful estate planning tool if you need to reduce your estate tax bill or for long-term care planning purposes.  However, you need to be sure that your gift does not cause any unforeseen problems for you or the person receiving your gift. Here...

The Clintons Use Trusts to Limit Estate Taxes

by Leslie Marenco | Jul 3, 2014 | Articles, Celebrity Estates, Estate Planning, Estate Tax, Trusts

Now you guys know (because you read by Newsletters and Blog, right?) that all of us Estate Planning Attorneys are tax nerds at heart so it should be no surprise that I would comment on this story. Estate Planning and tax saving techniques really do go hand in hand...

The Legal Planning You Need to Do for Your High School Graduate

by Leslie Marenco | Jun 20, 2014 | Articles, Estate Planning

If you’re the parent of a high school graduate this year, congratulations!  You’ve put in a lot of time and effort toward their earning that diploma, and whatever their next step in life will be, you likely want to protect them just as much as you did while they were...

How Real Men Celebrate Father’s Day

by Leslie Marenco | Jun 13, 2014 | Articles, Estate Planning, Guardianship

Do you know what it takes to be a real man?  Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it means to be a “real man.” At the top...
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