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Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan

by Leslie Marenco | Sep 8, 2017 | Articles, Celebrity Estates, Estate Planning, Trusts

  Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your loved ones...

Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?

by Leslie Marenco | Sep 1, 2017 | Articles, Estate Planning, Real Property / Real Estate, Trusts, Uncategorized

  Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this before you rely on a Transfer on Death...
Divorcing? Here’s What You Should Know About How it May Affect Your Trust

Divorcing? Here’s What You Should Know About How it May Affect Your Trust

by Leslie Marenco | Jul 21, 2017 | Articles, Estate Planning, Trusts

Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your trust (and really your entire estate plan) should be reviewed during your divorce to prevent unforeseen...

Important Things You Need to Know About Irrevocable Trusts

by Leslie Marenco | Feb 5, 2017 | Articles, Trusts

  Irrevocable trusts are an important part of most asset protection and wealth preservation planning strategies. They are used to protect property and assets from nursing homes and other predators, and, depending on your individual situation, can end up saving...

Owning Land in Multiple States Without a Trust Will Cost Your Heirs a Lot of Money!

by Leslie Marenco | Jan 18, 2017 | Articles, Probate, Trusts, Wills

  A Tale of Ancillary Probate:  Two and a Half Years, Three States, & Six Separate Probate Proceedings! For many families, owning land is a rewarding way to build wealth while creating a legacy for future generations.  Indeed, we have lots of clients that are...

ALERT: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die. Check Your Plan Today!

by Leslie Marenco | Dec 9, 2016 | Articles, Estate Planning, Estate Tax, Trusts

If you created an estate plan that includes a living trust, you must review it to determine if it contains language that could create unnecessary cost, effort and stress for your surviving spouse. Back in the day, when the estate tax exemption was $675,000 to...
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