Gifts, Advances, and Loans: Balancing an Estate Plan When the Kids Need Money NOW
Estate Planning distributions aren’t always clean and even. Sometimes the kids and grandkids need money…
Trust Funding is Critical
Sometimes, messages need to be repeated to make sure they stick. Unfortunately, this often happens…
Asset Protection: Selling Inherited House Inside a Trust
There’s an awful lot of an advantage to having a lifetime of asset protection, but…
My Parents Are Doing Estate Planning
What Do I Need to Know? The following was a post to Reddit on the…
Seven Living Trust Mistakes
A revocable living trust can be a great estate planning vehicle that keeps your assets…
The Bank Won’t Honor The Power of Attorney!
Unfortunately, there is a trend of banks and other financial institutions refusing to honor Powers…
Is Your Suitcase Packed?
Revocable Living Trust Is your suitcase packed? When it comes to estate planning with a…
In-Law Risks
Depending on your family situation, there may be a son-in-law or daughter-in-law you just don’t…
Planning for Divorce Before Marriage?
Over the last few months, several people have approached me about planning to protect them from a…
What is a Testamentary Trust?
A testamentary trust is basically language written into a Last Will and Testament that holds…
The High Cost of a “Free” Medicaid Plan
Free Medicaid Plan There are so many myths, folk remedies, and outright falsehoods surrounding Medicaid…
The Snapshot Date in Medicaid Planning
The Medicaid Date The snapshot date in Medicaid planning is simply the date that the…
Welcome Hazel to the Team!
The Law Offices of Jeffrey G. Marsocci, PLLC is pleased to welcome Hazel Ann D.…
The Medicaid Squeeze Can Be Reversed
The Medicaid Squeeze The intricate maze of Medicaid Planning confuses even seasoned professionals if they…
The Annual Trust Tune-Up
The Annual Revocable Living Trust Tune-Up A revocable living trust can be one of the…