by Leslie Marenco | Aug 10, 2018 | Articles, Uncategorized
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this, they often leave the IRA beneficiary form...
by Leslie Marenco | Aug 3, 2018 | Articles, Uncategorized
It’s back-to-school time again, and when it comes to estate planning you may have homework to do. As a parent, your most critical—and often overlooked—task is to select and legally document guardians for your minor children. Guardians are people legally named to care...
by Leslie Marenco | Jul 27, 2018 | Articles, Uncategorized
Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in part two, we discuss the rest of a trustee’s core responsibilities. [PFL – INSERT HYPERLINK BEHIND TEXT TO PREVIOUS ARTICLE IN BLOG...
by Leslie Marenco | Jul 13, 2018 | Articles, Uncategorized
Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the Trump administration’s immigration regulations. As you likely know, the administration’s new “zero-tolerance”...
by Leslie Marenco | Jul 9, 2018 | Articles, Uncategorized
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself or your family AND...
by Leslie Marenco | Jun 29, 2018 | Articles, Uncategorized
It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child is properly handled. Or sometimes, they tell me they didn’t know they needed...
