New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

by Leslie Marenco | Feb 5, 2021 | Articles, Asset Protection, Business/ Corporate Law, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Inheritance, Intellectual Property, Kids Protection Planning, Liens/Debt, Trusts, Wills

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as increasing the...

Does Your Estate Plan Protect Your Intellectual Property?

by Leslie Marenco | Jan 29, 2021 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Estate Tax, Financial, Gift Tax, Health Care Directive, High Net Worth, Intellectual Property, Liens/Debt, Probate, Probate Litigation, Trusts, Wills

If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible to you and those who aren’t familiar with the nature of intellectual property and its value, so it often gets...

Moving To A New State? Remember to Update Your Estate Plan

by Leslie Marenco | Jan 29, 2021 | Articles, Estate Planning, Family, Guardianship, Health Care Directive, Kids Protection Planning, Probate, Probate Litigation, Trusts, Vacation / Travel

Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s laws. Each state has...

5 Tips For Keeping Kids Connected With Grandparents During the Pandemic

by Leslie Marenco | Jan 22, 2021 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Estate Planning, Family, Financial, Gift Tax, Guardianship, Inheritance, Kids Protection Planning, Probate, Trusts

While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particularly hard hit. Since seniors face the most health risks from COVID-19, most of them have been careful to avoid...

King’s children battled over Bible and Nobel Prize

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...

Former Zappos CEO Tony Hsieh Dies Without A Will—Part 2

by Leslie Marenco | Jan 1, 2021 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Inheritance, Trusts, Uncategorized, Wills

Last week in part one of this series, we discussed how Hsieh became an Internet pioneer, starting two wildly successful companies, LinkExchange and Zappos, the latter of which he sold to Amazon for $1.2 billion. It was as CEO of the online shoe brand Zappos where...