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  • Who You Are
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  • How We Work
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    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
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    • Blog
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    • FAQs – Trust Funding
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4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

by Leslie Marenco | Jan 18, 2018 | Articles, Uncategorized

Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly...

Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)

by Leslie Marenco | Jan 11, 2018 | Articles, Uncategorized

If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between 55 and 65 have nothing...

The Real Planned Parenthood: Platonic Parenting

by Leslie Marenco | Jan 4, 2018 | Articles, Uncategorized

Divorce can be one of the most unpleasant—and often traumatic—experiences of your life, especially if you have children. It can be even more distressing for the kids themselves. In many cases, a divorce can severely affect a child’s emotional well-being, and in...

4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2

by Leslie Marenco | Dec 28, 2017 | Articles, Uncategorized

Last week, we shared the first part of our series on cryptocurrency risks and scams. In part two, we discuss two more common traps to be wary of when investing in digital currency.   If you are considering using cryptocurrency as an investment vehicle, talk with...

4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 1

by Leslie Marenco | Dec 21, 2017 | Articles, Uncategorized

It’s no secret that Bitcoin and other brands of cryptocurrency are one of the hottest new investment opportunities.  And if you’re not already invested, you may be considering how to get in, what exactly is the best way to get in, and you should definitely be...

Want to Be an Awesome Parent? Stop Stressing and Spend More Time on Self-Care

by Leslie Marenco | Dec 1, 2017 | Articles, Uncategorized

All parents have undoubtedly felt guilty at some point for not spending enough time with their children. A large part of this guilt comes from our culture. American parents are pressured to dedicate superhuman levels of time and energy to caring for their children to...
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