by Leslie Marenco | May 14, 2014 | Articles, Inheritance, Trusts
Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them. But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty inheritance. A...
by Leslie Marenco | Feb 21, 2014 | Articles, Estate Planning, Inheritance
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring, including transferring...
by Leslie Marenco | Jul 26, 2013 | Articles, Inheritance
Research shows that a majority of baby boomers will receive an inheritance at some time during the lives, with the average inheritance estimated at almost $65,000. Should you be the recipient of family largesse, here are 7 steps you can take to be sure your...