The Plain English Attorney Blog
Far too many attorneys overcomplicate things, making topics convoluted and difficult to understand to the average person. This blog is committed to explaining legal planning topics in an easy to understand format, in plain English. Enjoy the blogs, and please let us know if there is a topic you would like covered.
Sign up for Our NewsletterCheck Out Our Free Webinars
Estate Crash Course Webinar In-Law Protection Planning Webinar
As an attorney, author, and content creator in the estate and Medicaid planning arenas, I have very long work days throughout the year. However, I do take three consecutive weeks off at the end of the year, and my clients have always been curious about this since most attorneys are only taking...
Funding a Revocable Living Trust is critical to ensuring your estate avoids probate. Unfortunately in my line of work, I see too many trusts where nothing, or almost nothing, is actually funded in the trust. That is why I make sure at least every six months or so to post this chapter from my book...
When you have special needs children who are classified as disabled or handicapped, especially if they can't fully care for themselves even with government financial support, you may be in a position where you need to plan more for them, even if they are no longer minors. If this is true for you,...
Charities often face problems raising money for long term stability, but at the same time they often become so consumed with fundraising for current needs or short-term expansions that they never really get around to establishing a planned giving program that can bring in large sums of money all...
One of the best gifts you can leave your loved ones when you pass on is the gift of your own smooth estate plan. Unfortunately, 72% of the adult U.S. population has not created their own estate plan, and instead they are relying on the plan the government has for them. As an attorney, I have...
Amending a trust should be an easy process, right? In most cases and circumstances, it is easy but also easy for people to make mistakes. In even a few recent cases, these concepts are even eluding attorneys.
A revocable living trust is an estate plan that is completely amendable and revocable by...
People don’t always plan ahead the way they need to, and it’s pretty easy to put off uncomfortable topics like estate planning. That is, until one tragedy or another gives my clients that added push to come in and finally address putting together an optimal estate plan. While there...
I recently took a close look at the phenomenon of do-it-yourself estate planning. Based on what I found and through some soul searching, I am launching a new business. Stay to the end to see what I have been working on that has distracted from the usual videos, and I hope it will be worth your...
While many were praising the SECURE Act and its changes in the past few years, there was one incredible tax opportunity for beneficiaries that was stripped away. Before the new legislation was enacted, there was the potential for a pay-on-death beneficiary of an IRA or other retirement account to...
When the doctor came into the waiting room and told Deborah that taking her mother off life support may be the best option, Deborah was crushed. She suddenly felt trapped. Her breath came in shallow waves. Her chest tightened. And the thoughts ran wildly through her mind: "I can't do this. It...
The recent devastation in Western North Carolina, Eastern Tennessee, and other part of the country left a lot of people stranded without even the basic necessities. I was personally caught up in that for about 48 hours, and my situation wasn’t nearly as bad as some others. However, those 48...
For several years now, The Law Offices of Jeffrey G. Marsocci, PLLC has been working with a fantastic charitable organization called HD Reach and assisting clients with Huntington’s Disease (commonly referred to simply as HD). In many cases, we have also assisted their families with estate...
