by Trust Counsel | Sep 13, 2019 | Articles, Uncategorized
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by a court to care for seniors who are no longer able to care for themselves. And though you may not want to believe such a thing...
by Trust Counsel | Jul 26, 2019 | Articles, Uncategorized
Last week, we discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). We referenced this planning tool in the context of how it could have protected Clare Bronfman, the heiress to the multi-billion-dollar Seagram’s...
by Leslie Marenco | Sep 27, 2018 | Articles, Uncategorized
Earlier this month, Hollywood’s beloved mustachioed Burt Reynolds passed away in Jupiter, Florida. He was 82. And while we remember him for his charisma both on and off the screen, some may also recall his financial troubles in the early 1990’s—which ultimately...
by Leslie Marenco | Sep 14, 2018 | Articles, Uncategorized
If you’re active on social media, Facebook probably plays a prominent role in your life. And now the social media titan can even play a role in your afterlife. Today, estate planning encompasses not only your tangible assets—bank accounts and real estate—but your...
by Leslie Marenco | Sep 6, 2018 | Articles, Uncategorized
Q: Hi Leslie, we are getting older and my husband and I are not rich. Our biggest asset is our home. To make it easy on our kids after we die, shouldn’t we just transfer it to them now? We trust our kids and have other family members that have done this, and it seems...
by Leslie Marenco | Sep 6, 2018 | Articles, Uncategorized
On August 16th, the beloved Queen of Soul passed away after a long battle with pancreatic cancer. She left behind an estate of reportedly $80 million and four adult sons—one of whom has special needs. Unfortunately, Aretha Franklin joins the roster of celebrities,...
