by Leslie Marenco | Feb 4, 2016 | Articles, Estate Planning, Uncategorized
If you’ve already met with an estate planning attorney to put together your wills, trusts, powers of attorney, and other long-term plans, then congratulations! You’ve taken a really important step toward being prepared for the future and making things...
by Leslie Marenco | Jan 29, 2016 | Articles, Uncategorized
Did you get a holiday bonus from your employer? Or maybe you have a tax refund coming. If so, do you have any of it left, have you already got it spent in your mind, or are you thoughtfully considering how you can best utilize this surprise resource? Annual bonus...
by Leslie Marenco | Jan 15, 2016 | Articles, Uncategorized
January 1 wipes the slate clean for your tax deductible charitable contributions. That might be a good time to reassess your approach to donating to charities. Most of us respond to some of the appeals which come through various avenues such as unsolicited phone...
by Leslie Marenco | Jan 8, 2016 | Articles, Uncategorized
A Wisconsin woman, whose story was widely reported in media nationwide, has died. Heather McManamy, who was diagnosed with cancer in 2013, was told her condition was terminal in 2014. She began reflecting on what the future lives of her friends and family would be...
by Leslie Marenco | Dec 30, 2015 | Articles, Estate Planning, Uncategorized
LAST CALL – I BELIEVE WE HAVE 2 SLOTS LEFT! Calling all CPAs, Financial Advisors, Corporate Attorneys, Life/LTC Insurance Agents, Realtors and anyone else in the “financial sphere.” Are you always taking care of your clients and making sure they have...
by Leslie Marenco | Dec 25, 2015 | Articles, Uncategorized
There are so many people in our midst who are considered indigent. We see them on street corners, in parks, and where homeless people congregate. We may wonder how they get by from day to day. But do you ever wonder what happens when an indigent person dies? Cities,...
