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.
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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...
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...
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...
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...
PART 3 OF 3
I get a lot of questions about basic estate planning concepts when people are first looking into their own planning, so I decided to answer many of them in this FAQ series. If you have additional questions or want to look at things more comprehensively, you can check out the free...
PART 2 OF 3
I get a lot of questions about basic estate planning concepts when people are first looking into their own planning, so I decided to answer many of them in this FAQ series. If you have additional questions or want to look at things more comprehensively, you can check out the free...
I get a lot of questions about basic estate planning concepts when people are first looking into their own planning, so I decided to answer many of them in this FAQ series. If you have additional questions or want to look at things more comprehensively, you can check out the free information...
If you care about what you have an who you want making decisions for you if your can't, then it is critical to have legally have written instructions in place. However, about 68-70% of the population has no written plan whatsoever. The focus of my law firm is to help people plan ahead the...
Probably one of the most critical but misunderstood planning documents is the Living Will, or as we call it in North Carolina, a Declaration of a Desire for a Natural Death. While there are a lot of misconceptions and misnaming going around (no, a Living Will is not a Will that avoids probate;...
