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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

What You Can Learn From the Clintons’ Tax Returns

by Leslie Marenco | Oct 14, 2016 | Articles, Celebrity Estates, High Net Worth, IRAs / 401(k), IRS, Uncategorized

In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released their 2015 federal tax return. Tax returns have been a hot topic this year, as candidate Donald Trump continues to refuse to release his tax returns.What can you...

Conscious Money Challenge: Know How You Are Invested

by Leslie Marenco | Aug 12, 2016 | Articles, Estate Planning, IRAs / 401(k)

If you have money invested in the stock market, whether through a retirement account or a straight brokerage account, I challenge you today to find out exactly what your money is invested in and make a conscious choice about what you are supporting in the world. If...

Got a Job? Here’s How You Can Save Money You Might Be Losing Right Now

by Leslie Marenco | Mar 25, 2016 | Articles, Income Tax, IRAs / 401(k), IRS

Did you know there are many steps that you can take to save money via your employment?  Some of these strategies work by allowing you to pay for things with pre-tax money, which could up to 40% (depending on your tax bracket) right back into your pocket.  Others...

How Do I Choose a Life Insurance Plan That’s Right for Me and My Family?

by Leslie Marenco | Aug 28, 2015 | Articles, IRAs / 401(k)

Life insurance products can be complicated, and because they often come with high commissions for the people selling them, it can be hard to know what to buy and who to trust when you are making that decision. The place to start is to think about whether and why you...

Why NOT Every Child Should Be Equal When It Comes to Your Estate Plan

by Leslie Marenco | May 29, 2015 | Articles, Estate Planning, IRAs / 401(k), Kids Protection Planning, Trusts

It is natural for parents to want to treat their children equally when it comes to inheritances.  However, equal treatment is not always the best course of action when it comes to estate planning and gifts.  Here are some situations that call for unequal treatment:...

Remember the “Joe Robbie” Stadium?

by Leslie Marenco | Apr 23, 2015 | Articles, Celebrity Estates, Estate Planning, IRAs / 401(k), Trusts

  Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business acumen, made poor decisions when it came to planning his own estate. He was founder of the Miami...
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