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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

6 Situations Where a Corporation or LLC Will NOT Protect Your Personal Assets

by Leslie Marenco | Sep 17, 2014 | Articles, Asset Protection, Business/ Corporate Law

Setting up your business as a corporation or a limited liability company (LLC) is a great way to go for most entrepreneurs, since incorporating protects personal assets from business liabilities, helps lower taxes and ensures the longevity of your business. However,...

Avoid These Four Common Legal Mistakes If You Own a Business

by Leslie Marenco | Aug 11, 2014 | Articles, Asset Protection, Business Succession

Whether you are just starting a new business or have been running a business for years, there are four common legal mistakes that both novice and seasoned entrepreneurs make that can have a significant impact on the future viability of your company: Co-mingling of...

Supreme Court Rules That Inherited IRAs Are Not Protected

by Leslie Marenco | Jul 30, 2014 | Articles, Case Law, Inheritance, IRAs / 401(k), Non-Probate Asset

It is not often that the Supreme Court provides a clear rule on any aspect of Estate or Financial planning (or even graces our niche with a passing reference), so these occasions call for special attention!!   On June 12, 2014, the Supreme Court’s unanimous decision...
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