by outsourceddoers | Nov 8, 2022 | Articles, Asset Protection, Business Succession, Case Law, Family, Financial, Health Care Directive, Income Tax, Retirement, Uncategorized
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn,...
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 | Sep 2, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they were expecting, and that the deceased instead left most of their estate to an individual they only recently met, who wasn’t even a...
by Leslie Marenco | Aug 26, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Real Property / Real Estate, Trusts, Wills
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
by Leslie Marenco | Aug 21, 2022 | Articles, Asset Protection, Business Succession, Estate Planning, Family, Financial, Inheritance
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
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...
