by Leslie Marenco | May 24, 2018 | Articles, Uncategorized
When Meghan Markle married Prince Harry this last weekend, she was probably saying “I do” to some interesting tax problems as all of her foreign assets are likely to be subject to scrutiny by the IRS. This poses a problem for both Markle the British royal...
by Leslie Marenco | May 18, 2018 | Articles, Uncategorized
It’s a common misconception to think that if you don’t have children, you don’t need to worry about estate planning. But the fact is, it can be even MORE important to do estate planning if you have no children. Some of the common thoughts behind this mistaken belief...
by Leslie Marenco | May 14, 2018 | Articles, Uncategorized
Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. In light of this, it’s critically important to have the appropriate safeguards in...
by Leslie Marenco | May 4, 2018 | Articles, Uncategorized
Last week, we shared the first part of our series on selecting and naming the right guardians for your children. Here in part two, we discuss the final three steps in the process. Narrow candidate list, and rank your choices When you’ve come up with all of the...
by Leslie Marenco | Apr 27, 2018 | Articles, Uncategorized
One of your most important responsibilities as a parent is to select and legally document guardians for your children. This doesn’t mean just naming godparents or trusting the grandparents will step in if necessary. It means consciously deciding who would raise your...
by Leslie Marenco | Apr 20, 2018 | Articles, Uncategorized
Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the...
