by Leslie Marenco | Mar 14, 2014 | Articles, Celebrity Estates, Estate Planning, Trusts
Oscar-winning actor, Philip Seymour Hoffman, died in February from a drug overdose. Recently, his long-time girlfriend and mother of his three children, Marianne O’Donnell, filed to open Philip Seymour Hoffman’s estate and to probate his will. While there are many...
by Leslie Marenco | Feb 7, 2014 | Articles, IRAs / 401(k), Trusts
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you are married and have named...
by Leslie Marenco | Feb 2, 2014 | Articles, Celebrity Estates, Estate Planning, Guardianship, Trusts
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high-speed car accident in Los Angeles last November at the age of 40. His estate was opened at the end of January in the Superior Court of California, County of Santa Barbara...
by Leslie Marenco | Jan 10, 2014 | Articles, Trusts
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for every member of your family. Many cherished family memories are rooted in a special place, which makes it important for current and future generations to preserve it...
by Leslie Marenco | Dec 6, 2013 | Articles, Asset Protection, Estate Planning, Estate Tax, Gift Tax, Income Tax, IRAs / 401(k), Trusts, Wills
If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Estate...
by Leslie Marenco | Nov 29, 2013 | Articles, Trusts
Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them:...
