by Leslie Marenco | Jun 6, 2014 | Articles, Estate Planning, Inheritance
A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth –...
by Leslie Marenco | May 16, 2014 | Articles, Estate Planning, Uncategorized
Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years. So the next time you need a great price on your favorite yellow fruit, go ahead and head for Walmart. But steer clear of the world’s largest retailer when you...
by Leslie Marenco | May 3, 2014 | Articles, Case Law, Estate Planning
I have written before about the risks of do-it-yourself estate planning and explained how people who use these methods end up with a false sense of security. They create documents that they believe will address their needs but wind up being ineffective and much more...
by Leslie Marenco | May 2, 2014 | Articles, Estate Planning, Estate Tax, Health Care Directive, Kids Protection Planning, Probate, Special Needs Planning, Trusts, Wills
Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated than what your family will deal...
by Leslie Marenco | Apr 18, 2014 | Articles, Estate Planning
If you are like most Americans, you will probably be spending at least some of your vacation time this summer with older family members. While there are few perfect times to talk with parents about their estate plan, the relaxed times you spend together on vacation...
by Leslie Marenco | Apr 11, 2014 | Articles, Estate Planning
America is a nation of do-it-yourselfers, but building a deck and creating a legally valid estate plan are two entirely different things – and a less-than-perfect deck won’t devastate your family’s financial future or the relationships among the people you care about...
