Is Platonic or Co-Parenting Right For You?

by Leslie Marenco | Oct 11, 2019 | Articles, Family, Financial, Guardianship, Inheritance, Kids Protection Planning, Special Needs Planning

With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what constitutes “family” is becoming more and more flexible. As family structures become more varied, we’re learning that when it comes to raising children, the marital...

ABLE Accounts: A Powerful New Planning Tool for Families with Special Needs Children

by Leslie Marenco | Jun 30, 2016 | Articles, Estate Planning, Guardianship, Special Needs Planning

Thanks to advances in medical treatment and the development of assistive technologies, individuals with special needs are living longer and more productive lives today, than ever before. While this is positive news, it presents a unique set of estate planning...

Protecting Your Child With a Special Needs Trust

by Leslie Marenco | Jun 26, 2015 | Articles, Special Needs Planning, Trusts

When you have a family member with special needs, it is important to understand that your estate planning strategy is unique and requires the assistance of an attorney experienced in creating Special Needs Trusts. If an inheritance is left directly to your family...

Minor Kids? Blended Family? Learn These Estate Planning Lessons

by Leslie Marenco | Feb 3, 2015 | Articles, Estate Planning, Special Needs Planning

In my line of work I’m continually reminded of the importance of estate planning (…especially for parents of minor or special needs children!), and this week is no exception. Last Tuesday, one of my staff members lost a close family friend in a car...

Special Needs Trust: Protection for Those Who Need It the Most

by Leslie Marenco | Dec 5, 2014 | Articles, Special Needs Planning, Trusts

Families of those with disabilities – physical or mental – are typically concerned with the best way to fund the long-term financial and personal needs of their special needs loved one in a way that will secure a fulfilling life for them. The best vehicle...

Should You Leave It Outright or In Trust?

by Leslie Marenco | Sep 3, 2014 | Articles, Asset Protection, Estate Planning, Inheritance, Special Needs Planning, Trusts

When families come in to do planning with me, we discuss at length how they want their children (or other beneficiaries) to inherit their wealth. In fact, whether they want their wealth inherited 1) outright, or in 2) Lifetime Asset Protection Trusts, is one of the...