by Leslie Marenco | May 9, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Vacation / Travel, Wills
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next getaway, there’s something else you should consider doing that might not sound...
by Leslie Marenco | May 5, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Inheritance, Trusts, Wills
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate...
by Leslie Marenco | May 4, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Incapacity, Trusts, Wills
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An individual’s current legal...
by Leslie Marenco | May 3, 2023 | Articles, Asset Protection, Estate Planning, Financial, Inheritance, Trusts, Uncategorized, Wills
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or...
