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 estate before, and my office gets these initial calls all the time. “So-and-so passed on, I need to get [...]
Attorney Marsocci Launches A New YouTube Channel
Fit & Legal This may be of interest to many of you and some not so much. That is why it is a separate channel on YouTube. With little fanfare, I have launched the [...]
Millennial Planning Challenges and Opportunities
Millennial planning consists of unique challenges that Boomers and Gen X have not had to face. These challenges include financial, legal, and family problems including estate planning issues probably unthought of by Boomers and [...]
The Married ABC Trust and Tax ID Numbers
A big thanks to a subscriber who sent in a question about the “Married ABC Trust” and how the tax ID numbers work. In this video, I explain how the trust works while both [...]
Car “Accident” Leads to STD Case
Car “Accident” Leads to STD Case and $5.2 Million Bill to Car Insurance Company The media loves a sensationalized story, especially one that gets people angry enough to share and comment on social [...]
DIY Trust Disaster Waiting To Happen
I occasionally go on Reddit and respond to posts in the r/estateplanning section. This time, it was to help warn someone about trying to do their own trust by getting a form [...]