by Leslie Marenco | May 9, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Vacation / Travel, Wills
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound...
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 | Aug 5, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship
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. Here’s what we think you should consider as you decide: First, consider whether you...
by Leslie Marenco | May 6, 2022 | Estate Planning, Guardianship
Well, readers, as we so often see, the time has flown, and the only way to know it is by keeping an eye on the seemingly endless stream of holidays and events that mark the important dates on the calendar. One such event is the famous Kentucky Derby, which takes place...
by Leslie Marenco | Apr 1, 2021 | Articles, Estate Planning, Family, Guardianship, Kids Protection Planning
Netflix’s new, Golden Globe-nominated movie I Care a Lot hits on most people’s worst fears regarding court-appointed fiduciaries: being wrapped up in an assembly line that takes away rights and that is impossible to escape. The movie stars Rosamund Pike and Peter...
by Leslie Marenco | Mar 18, 2021 | Articles, Celebrity Estates, Estate Planning, Family, Guardianship, Kids Protection Planning
Oprah’s bombshell interview with Prince Harry and Meghan Markle touched on themes that will sound familiar to any adult child estranged from their family: denied requests for compassion; being made the villain for not toeing the line; and, of course, the toxic...
