by Leslie Marenco | Mar 3, 2017 | Articles, Estate Planning, Uncategorized
If you are considering a divorce, it’s critical to understand the impact of your divorce on what would happen in the event of your incapacity or death, either during the divorce or after. Unfortunately, most divorce lawyers do not give any thought to incapacity...
by Leslie Marenco | Feb 10, 2017 | Articles, Gift Tax, Inheritance, IRS, Uncategorized
If you are a citizen or permanent resident, you must report all income to the IRS annually even if it’s taxed somewhere else. Also, unless you have been living under a rock you should KNOW that you must report your foreign bank accounts. There’s been so...
by Leslie Marenco | Feb 2, 2017 | Articles, Probate, Uncategorized
Settling a probate estate in Miami-Dade, Broward, or any other Florida County requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with...
by Leslie Marenco | Jan 27, 2017 | Articles, Uncategorized
Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because most people are a lot more willing (and able) to take risks before they get bogged down with...
by Leslie Marenco | Jan 20, 2017 | Articles, Uncategorized
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant...
by Leslie Marenco | Jan 14, 2017 | Articles, Estate Planning, Uncategorized
As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves or for their clients) for the coming year. Like any other strategies for the future — saving for college, or a...
