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Wealth Forever?!

Legacy Wealth Planning with Attorney in front of rich guy with expensive car and mansion in the background - By The Law Offices of Jeffrey G. Marsocci

Legacy wealth planning; to do, or not to do?! This blog provides a checklist of goals that can tell you whether or not a Perpetual Legacy Plan is right for you. Creating and securing perpetual wealth for a family forever is possible, but it is not necessarily for everyone. Setting up the right trusts and […]

Attorneys Destroyed an Estate… in 5 Different Ways!

Attorney holding up five fingers in front of a destroyed building with written words Five Ways Attorneys Destroyed an Estate by The Law Offices of Jeffrey G. Marsocci

Attorneys who don’t do estate planning as the main part of their practice can make huge mistakes and destroy an estate. This blog covers five big ones that impacted one family. I recently reviewed an estate that ended up potentially being destroyed by a few attorneys who really didn’t know what they were doing. For […]

11 Red Flags of Estate Planning

11 Red Flags of Estate Planning - The Law Offices of Jeffrey G. Marsocci

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 […]

7 Questions on Irrevocable Trusts (Part 1 of 2)

7 Big Questions on Revocable vs Irrevocable Trusts - Part 1 - By The Law Offices of Jeffrey G. Marsocci - Trust

“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 […]

Just the FAQs, Ma’am (Vol. 2)

Just the FAQs, Ma'am (Vol. 2) written words with Attorney pointing to a living trust planning binder

Basic Estate Planning & A Revocable Living Trust As part of getting back to basics for people searching for basic estate planning answers, I’m continuing to cover some basic questions that come from Henry W. Abts III’s book The Living Trust in its Appendix G. While the questions are coming from the book, the answers […]

Just the FAQs, Ma’am (Vol. 1)

Just the FAQs, Ma'am (Vol. 1) Living Trust vs Will

FAQs to Basic Estate Planning Questions Living Trust As part of getting back to basics for people searching for basic estate planning answers, I’m going to cover some basic questions that come from Henry W. Abts III’s book The Living Trust in Appendix G. While the questions are coming from the book, the answers are […]

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