The Advanced Institute is Back
My Presentation Was On Medicaid Planning. The Estate Planning Source, an organization I have been…
Unnecessary Trust Provisions
And One BIG Reason to Keep Them Anyway “But this doesn’t apply to us!” It’s…
Preview of “Estate Planning Basics” Audiobook
The keystone to our law office’s estate planning process is my book Estate Planning Basics,…
I’m Moving Out of State… Is My Trust Still Good?
I’m Moving Out Of State “Is my trust still good?” I get this question all…
Should A Law Firm Be Your Trustee?
This is actually a question that came up in a Reddit Format, so we’re going…
Declare Independence From Probate
I wrote this blog back on Independence Day, but I wanted to share it with…
Who Should Be Your Trustee?
And The One Thing You Should NEVER Do One of the most important estate planning…
Will Bank Honor Pre-Arranged Payments After Death?
Pre-Arranged Payments – Simple Solution It seems like there should be a simple solution, but…
Joint vs Individual Trusts for a Couple
The Pro-Con Checklist for What’s Right for YOUR Situation This happens quite frequently when couple-clients…
They Passed, But I Need To Get Into Their Bank Account
The situation is extremely typical among people who haven’t had to deal with a probate…
Attorney Marsocci Launches A New YouTube Channel
Fit & Legal This may be of interest to many of you and some not…
Millennial Planning Challenges and Opportunities
Millennial planning consists of unique challenges that Boomers and Gen X have not had to…
The Married ABC Trust and Tax ID Numbers
A big thanks to a subscriber who sent in a question about the “Married ABC…
Car “Accident” Leads to STD Case
Car “Accident” Leads to STD Case and $5.2 Million Bill to Car Insurance Company The…
DIY Trust Disaster Waiting To Happen
I occasionally go on Reddit and respond to posts in the r/estateplanning section. This time,…