by Leslie Marenco | Jan 2, 2020 | Articles, Estate Planning, Estate Tax, Family, High Net Worth, Inheritance, Trusts, Wills
There are many good reasons to create an estate plan early in life. But not very many people do. Statistics show that most American adults – about 55% – don’t even have a signed Will, much less an estate plan; most of these folks are young. There are all kinds...
by Leslie Marenco | Nov 1, 2019 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Income Tax, Trusts
As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the...
by Leslie Marenco | Oct 31, 2019 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax
When Leona Helmsley died, she left her pet Maltese, named Trouble, a trust fund valued at $12 million dollars. That made Trouble the third wealthiest dog in the world at the time (the top spot goes to Gunther III, Countess Karlotta Libenstein’s German Shepherd, who...
by Leslie Marenco | Sep 19, 2019 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, High Net Worth, Trusts, Wills
Have you ever heard the saying “Where there’s a will, there’s a way”? Well, for millions of Americans the fact is that where there’s a will, there isn’t always an estate plan. Ask anyone if their estate plan is up-to-date, and you might get a lot of different answers....
by Leslie Marenco | Dec 15, 2017 | Articles, Estate Planning, Estate Tax, Income Tax, IRS
If you follow the mainstream or social media news, you likely know the new Republican tax bill, which recently passed both the House and Senate, is a potential game changer for tax planning. Known as the “Tax Cuts and Jobs Act,” both houses of Congress passed...
by Leslie Marenco | Feb 10, 2017 | Articles, Estate Planning, Estate Tax
Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be a considerable change with significant repercussions. But, because more changes to the tax code are...
