by Leslie Marenco | May 29, 2015 | Articles, Celebrity Estates, Inheritance, Trusts, Wills
Seventies beauty icon Farrah Fawcett died in June of 2009 following a terrible battle with cancer. When someone mentions Farrah Fawcett, most people think of her wispy blonde hair and good looks… but Farrah Fawcett was far from a stereotypical blonde model...
by Leslie Marenco | May 28, 2015 | Articles, Asset Protection, Trusts
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if it’s set up right: Asset protection for heirs. One of the most...
by Leslie Marenco | May 15, 2015 | Articles, Estate Planning, Estate Tax, Gift Tax, Income Tax, Kids Protection Planning, Trusts
The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sandberg and the father of two small children, continues to resonate for many reasons. First, he was so young, how could this happen? Second, they are so rich, how...
by Leslie Marenco | May 1, 2015 | Articles, Estate Planning, Health Care Directive, Probate, Trusts
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips on how you can ensure your parents (or...
by Leslie Marenco | Apr 24, 2015 | Articles, Estate Planning, Probate, Trusts
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all your assets. Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if...
by Leslie Marenco | Apr 23, 2015 | Articles, Celebrity Estates, Estate Planning, IRAs / 401(k), Trusts
Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business acumen, made poor decisions when it came to planning his own estate. He was founder of the Miami...
