by Leslie Marenco | Aug 16, 2019 | Uncategorized
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login and password info to all of your...
by Leslie Marenco | Aug 9, 2019 | Uncategorized
If you’re like most people, you probably view estate planning as a burdensome necessity—just one more thing to check off of life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY...
by Andrea Aguilar | Aug 8, 2019 | Uncategorized
There is nothing like a presidential candidate’s personal income tax return to get people talking. And, while the battle over the federal tax returns of President Donald Trump continues to leave many people wondering what his tax returns may reveal, we no longer need...
by Leslie Marenco | Aug 2, 2019 | Uncategorized
This is the third in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential gaps...
by Leslie Marenco | Jul 26, 2019 | Uncategorized
Last week, we discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). We referenced this planning tool in the context of how it could have protected Clare Bronfman, the heiress to the multi-billion-dollar Seagram’s...
by Leslie Marenco | Jul 25, 2019 | Uncategorized
The sudden death of a loved one is always a tragedy. But when someone with a large estate passes away unexpectedly, that tragedy may be compounded by a lengthy and unpleasant probate process. Such deaths are a poignant reminder of the importance of careful estate...
