All Episodes
Episodes
The Sole Beneficiary Disaster
“Oh, we’ll just leave everything to our oldest child and they’ll take care of dividing things up.” I hear this from time to time, and it is a disaster waiting to happen for several reasons. In this installment, Jeff...
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What the Heck is a Cestui Que Vie Trust?
Here is a trust that supposedly shelters you from all taxes, has no probate, and provides you a huge government pension for the rest of your life! Unfortunately, it is based on wishes and aspirations that has no basis...
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Seven Big Questions on Revocable vs Irrevocable Trusts
One of the more popular videos on revocable vs. irrevocable trusts brought out some great questions from a subscriber, and simply responding in the comments would not have done them justice. This video runs through...
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The Revenue Ruling Nothing Burger
It seems that even professional journals, newspapers, and magazines are no longer immune to clickbait, and it is confusing a lot of clients and their professional advisors. In this installment, Jeffrey G. Marsocci...
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Planning for Huntington's Disease
An interview of The Plain English Attorney by Erika and Lauren from HD Reach about planning ahead for Huntington's.
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Introduction to The Divorce Firewall Strategy
Here is a quick introduction to The Divorce Firewall Strategy that Jeff gave at a national estate planning conference. Check out the book he referenced at www.DivorceFirewall.com
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Five Ways to NOT Leave an Inheritance
Having a solid estate plan often means having a revocable living trust that can distribute assets to your beneficiaries without probate. But how should those assets be distributed out of the trust? At age 18? With a...
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Revocable vs Irrevocable Trusts
I frequently get questions about the difference between revocable and irrevocable trusts. The truth is there are many different kinds of trusts, both revocable and irrevocable, but in this podcast I cover the...
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The Joint Property Tax Trap
Putting your kids’ names on the deed to your house to avoid probate can lead to HUGE taxes down the road. In this podcast, Jeff reviews the downsides of the frequently used joint property “duct tape” solution, and why...
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Just the FAQs, Ma'am (Volume 2)
What happens to assets outside a revocable living trust? Can probate be avoided using joint tenancy? Do I need a trust if I have less than $13 million? In this multi-part series, attorney Jeffrey G. Marsocci reviews...
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IRAs and Revocable Trusts... A Tax Mistake?
If a revocable living trust is supposed to be the “estate plan,” then why aren’t retirement accounts transferred into the trust or payable to the trust upon death? Based on some questions from clients creating a...
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Just the FAQs, Ma'am (Volume 1)
What happens if I don’t have a Will? Why didn’t my attorney tell me about revocable living trusts? Do I need a trust if I have less than $13 million? In this multi-part series, attorney Jeffrey G. Marsocci reviews...
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