by Leslie Marenco | Nov 10, 2017 | Articles, Uncategorized
By law, many U.S. taxpayers with foreign accounts exceeding certain thresholds must file Form 114, Report of Foreign Bank and Financial Accounts, known as the “FBAR.” It is filed electronically with the Treasury Department’s Financial Crimes Enforcement Network...
by Leslie Marenco | Nov 3, 2017 | Articles, Uncategorized
Planning for natural disasters is more than just stocking up on canned food and water. In a natural disaster, food and water will keep you alive, but how will you rebuild your life if your home and community are devastated? Here are some simple tips that will...
by Leslie Marenco | Oct 20, 2017 | Articles, Uncategorized
Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America. These families weren’t overnight successes, but their fortunes have stood the test of time and are the result of...
by Leslie Marenco | Sep 29, 2017 | Articles, Uncategorized
When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. Did you know that most people who win the lottery lose their winnings...
by Leslie Marenco | Sep 1, 2017 | Articles, Estate Planning, Real Property / Real Estate, Trusts, Uncategorized
Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this before you rely on a Transfer on Death...
by Leslie Marenco | Jun 23, 2017 | Articles, Uncategorized
Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And we’re all for it so long as you consider the implications and set your family up for success. With Mom or Dad moving in, you can...
