by Leslie Marenco | Jul 11, 2014 | Articles, Estate Planning, Guardianship, Health Care Directive, IRAs / 401(k), Kids Protection Planning, Trusts
It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. After all, a vacation is a trip you want to go on, while the eternal “trip” is not. However, wouldn’t you travel with more peace of mind if you knew...
by Leslie Marenco | Jul 4, 2014 | Articles, Kids Protection Planning
If you have young children, chances are that your summer activities include some careful planning to keep them safe from harm. Unfortunately, even with proper precautions in place, accidents do happen and not just to children. Have you planned for what will happen...
by Leslie Marenco | May 2, 2014 | Articles, Estate Planning, Estate Tax, Health Care Directive, Kids Protection Planning, Probate, Special Needs Planning, Trusts, Wills
Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated than what your family will deal...
by Leslie Marenco | Jan 24, 2014 | Articles, Kids Protection Planning
If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner cannot agree on who would be...
by Leslie Marenco | Oct 4, 2013 | Articles, Estate Planning, Guardianship, Health Care Directive, Kids Protection Planning
We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab the best airfare or book that New Year’s beach cottage before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it...
by Leslie Marenco | Aug 16, 2013 | Articles, Asset Protection, Business Succession, Estate Planning, Kids Protection Planning
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and safeguarding your health care. Money and taxes aside, here...