by Leslie Marenco | Sep 9, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Income Tax, Real Property / Real Estate
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
by Leslie Marenco | Aug 12, 2022 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Guardianship, Kids Protection Planning
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. Last week, in part one of this series, we discussed 529 plans and education savings...
by Leslie Marenco | Jul 15, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Financial
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one. Yet the pandemic might be changing this. According to Census...
by Leslie Marenco | Feb 25, 2021 | Articles, Celebrity Estates, Estate Planning, Estate Tax, Family
Conservative radio host Rush Limbaugh passed away last week, and in addition to legacy of political divisiveness and attacks, he also leaves behind a multi-million dollar estate. He announced his advanced cancer diagnosis a year ago, giving him ample time to finalize...
by Leslie Marenco | Feb 12, 2021 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Liens/Debt, Non - US Citizen, Non-Probate Asset
News icon Larry King recently passed away in the midst of his eighth divorce. We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and...
by Leslie Marenco | Feb 5, 2021 | Articles, Asset Protection, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Inheritance, Intellectual Property, Kids Protection Planning, Liens/Debt, Trusts, Wills
Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the...
