by Leslie Marenco | May 25, 2023 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills
Last weekend, Netflix released “Anna Nicole Smith: You Don’t Know Me,” a captivating new documentary that pulls the model, actress, and ’90s tabloid sensation back into the spotlight and, for our purposes, offers us a glimpse into her...
by Leslie Marenco | May 23, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Kids Protection Planning, Trusts, Wills
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. We regularly meet with clients...
by Leslie Marenco | May 19, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Incapacity, Inheritance, Kids Protection Planning, Trusts, Wills
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and...
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 | Jan 27, 2023 | Asset Protection, Estate Planning, Family, Inheritance, Kids Protection Planning, Trusts
Your estate plan will need a few updates if you’re getting divorced. While you may not be thinking about dying yet, having an estate plan that reflects your new reality will help protect your assets and ensure the people in your life get what they need. You and...
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...
