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5 Toxic Lawyer Schemes

5 Toxic Lawyer Schemes - Man with gray suit on - The Law Offices of Jeffrey G. Marsocci

It’s unfortunate, but numerous estate planning practices have become standard operating procedure at law firms that are not necessarily the best thing for the clients or their families. In fact, they seem designed specifically to make more money for the law firm than they are to take care of what the clients hired the firm […]

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 […]

No Kids… Who Gets My Estate?

No Kids. Who gets my estate?

There’s nothing like death and money on the table to make people go a little crazy. No Kids A frequent question from clients is who should be their beneficiaries or contingent beneficiaries if there are no kids or grandkids? In this review of a Reddit thread on r/estateplanning, Jeff Marsocci reviews the advice and comments […]

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 […]

DIY Estate Planning

DIY Estate Planning - No Logic Required

No Logic Required I frequently review questions and answers on Reddit for Estate Planning. Many times, there are legitimate questions from people as well as good advice provided. However, I’m frequently reminded that there are a lot of people online who are seeking the answer they want to hear rather than the truth such as […]

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