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...
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...
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...
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...
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 | Oct 11, 2013 | Articles, Estate Planning, Special Needs Planning
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...
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