by Leslie Marenco | Dec 20, 2013 | Articles, Estate Planning
A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that...
by Leslie Marenco | Dec 6, 2013 | Articles, Asset Protection, Estate Planning, Estate Tax, Gift Tax, Income Tax, IRAs / 401(k), Trusts, Wills
If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Estate...
by Leslie Marenco | Oct 25, 2013 | Articles, Estate Planning
We know that no one likes to think about death, especially their own. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done with a Personal Family Lawyer, creating an estate plan makes your...
by Leslie Marenco | Oct 18, 2013 | Articles, Estate Planning
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails. Most parents name a child as an executor, but seldom do children then do the necessary research to see what estate...
by Leslie Marenco | Oct 11, 2013 | Articles, Estate Planning, Special Needs Planning
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...
by Leslie Marenco | Oct 4, 2013 | Articles, Estate Planning, Guardianship, Health Care Directive, Kids Protection Planning
We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab the best airfare or book that New Year’s beach cottage before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it...
