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The Plain English Attorney

7 Things NOT to Put in Your Will

Last Will & Testament - Seven Items to Keep Out

Last Will & Testament A Last Will and Testament is supposed to be a way to communicate your wishes after you’re gone… but there are a lot of “extra” things DIY people (and even some attorneys) put into Wills that really don’t belong there and could cause problems down the road. Why shouldn’t you be […]

Where Should I Keep My Estate Planning Documents?

Normally, a client’s first response is the safety deposit box. No, no, no. Bad idea. The LAST thing that you want to have happen is to get into a car accident at 5:30 on a Friday evening and have your Power of Attorney documents locked away in a bank vault with no way for anyone […]

The 4 Big Questions of Estate Planning

By Grace Kim, Intern

You’ve spent your entire life accumulating hard earned assets, and now it’s time to protect them. If your first step was to begin to establish an estate plan, you’ve taken an extremely important first step. However, attempting to set up a legal estate plan alone or even worse with the help of a less-than-stellar attorney can be frustrating, confusing and complicated. However, it doesn’t need to be! The right attorney can make the process easy and seamless.

If you are armed with the help of the right attorney, there are really only four questions to be concerned with.

The New Long Term Care Strategy

In trying to provide more effective planning solutions for our clients and the general public, our office has begun working with other professionals to create a comprehensive planning package that addresses not only estate planning with a focus on avoiding probate but also setting up a framework to protect assets from frivolous lawsuits, unnecessary taxes, and even a Medicaid spend down should nursing home care be needed. Even more importantly, we are now working with a company called Loving Care Strategies, LLC (co-founded by Mr. Marsocci) to make these documents more affordable. While other attorneys in the area are charging as much as $12,000 up front for the same documents we are offering, our firm is charging $250 down and $100 per month for five years.

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