by Leslie Marenco | Sep 9, 2022 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Income Tax, Real Property / Real Estate
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to discuss whether to set up a Charitable Remainder Trust (CRT) first. Think of it this way: would you rather pay taxes and send your...
by Leslie Marenco | Aug 26, 2022 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Real Property / Real Estate, Trusts, Wills
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. In fact, only 33% of Americans have created their will, according to Caring.com’s 2022...
by Leslie Marenco | Jan 21, 2021 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, High Net Worth, Income Tax, Inheritance, Intellectual Property, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Wills
It’s hard to imagine that someone like Martin Luther King, Jr. would end up being the focus of almost endless court battles. After all, Dr. King was the unfaltering champion of peaceful resistance during his quest for full and equal civil rights for all Americans. He...
by Leslie Marenco | Dec 4, 2020 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Kids Protection Planning, Liens/Debt, Podcast, Probate, Probate Litigation, Real Property / Real Estate, Retirement, Special Needs Planning, Trusts, Vacation / Travel, Wills
Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have to be that way. Instead, it can be the most empowering decision you ever make...
by Leslie Marenco | Nov 27, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Kids Protection Planning, Liens/Debt, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Real Property / Real Estate, Retirement, Special Needs Planning, Trusts, Vacation / Travel, Wills
Today, we’re seeing more and more people getting divorced in middle age and beyond. Indeed, the trend of couples getting divorced after age 50 has grown so common, it’s even garnered its own nickname: “gray divorce.” Today, roughly one in four divorces involve those...
by Leslie Marenco | Nov 25, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Kids Protection Planning, Liens/Debt, Non - US Citizen, Podcast, Probate, Probate Litigation, Real Property / Real Estate, Retirement, Scams, Trusts
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets...
