Keep the House or Sell It?
When going through a divorce; Should you force the sale of your house in your trust or mandate that the trustee keep your house to be used with ex to raise your young children? The question recently came up from a breadwinner father going through a divorce. In revising his estate plan, should he have the […]
Best Online Estate Planning
An introduction to The Divorce Firewall Strategy book, which is now available on Kindle. Classes available now! The world is going digital! Actually, it’s more accurate to say that the world is becoming more digital, and this includes how we consume educational media. On Monday, July 31, 2023, we launched the new book called The Divorce […]
11 Red Flags of Estate Planning
Top 11 Reasons Why a Revocable Living Trust is Needed. When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded revocable living trust to keep the estate out of probate. The top eleven red flags listed below indicate […]
When should I start planning for marriage?
Planning your life legally and strategically includes planning for marriage well ahead of time. This intro to a chapter in “The Divorce Firewall Strategy” book shows it’s never too early to plan. The book The Divorce Firewall Strategy was written to help people plan ahead for marriage and avoid potential problems in the event of divorce to […]
7 Questions on Irrevocable Trusts (Part 1 of 2)
“Can a revocable trust be converted to an irrevocable trust?” This article answers that question and three of seven common questions about irrevocable trusts. “7 Questions on Irrevocable Trusts (Part 1 of 2)” is a two-part series; the remaining questions will be addressed in a later blog post. On one of my more popular YouTube […]
The Irrevocable Trust Revenue Ruling Nothing Burger
New revenue ruling on irrevocable trusts and why it doesn’t mean anything new. There has been a lot of buzz in the estate planning news world about a catastrophic revenue ruling by the IRS. Professional journals and news outlets are screaming about how the IRS is quietly taking away your precious tax breaks when it […]
Cornhole Tournament to Benefit Special Olympics
There are many ways to both benefit charities and save on taxes through good estate and financial planning for after you pass on. There are also a lot of tax techniques to benefit you and charities during your lifetime that can save tens or hundreds of thousands of dollars. However, there are also some […]
Three Asset Protection Perspectives
The first protection perspective is ensuring an inheritance for the next generation. The second perspective is the same inheritance setup but incorporating a shield for personal or couple’s assets. And the third perspective is securing your own assets from lawsuit potentials and a possible divorce. Since I founded my law practice, I have consistently wanted […]
The Divorce Firewall Strategy Book Launch Next Week
What is the most effective way to plan ahead and shelter assets should a marriage fall apart? Get the answer to that question and more in the new book “The Divorce Firewall Strategy” by Jeffrey G. Marsocci, The Plain English Attorney™. The Book Launch On Monday, July 31, 2023, my book launch of The […]
The Ideal Divorce Firewall Strategy
Part of a chapter from the upcoming book “The Divorce Firewall Strategy” is due for release in early August 2023. For all of my clients and content consumers, thank you for your patience. In the last few months, a lot of time has been divided between the usual law firm work, creating content, the Advanced […]