by Leslie Marenco | Oct 29, 2021 | Uncategorized
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and...
by Leslie Marenco | Oct 22, 2021 | Uncategorized
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children together. If...
by Leslie Marenco | Oct 15, 2021 | Uncategorized
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose...
by Leslie Marenco | Oct 14, 2021 | Uncategorized
This month marks the 140th birthday of Pablo Picasso, a legendary artist with about 45,000 works attributed to his name, not to mention his millions of dollars in cash, gold, bonds, and stocks. Years of family drama have ensued after his death. Why, you ask?...
by Leslie Marenco | Oct 10, 2021 | Uncategorized
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes...
by Leslie Marenco | Oct 1, 2021 | Uncategorized
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases and other...
