The Plain English Attorney Blog

Far too many attorneys overcomplicate things, making topics convoluted and difficult to understand to the average person. This blog is committed to explaining legal planning topics in an easy to understand format, in plain English. Enjoy the blogs, and please let us know if there is a topic you would like covered.

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Attorney vs AI? Not reallyā€¦ Nov 04, 2024

I recently took a close look at the phenomenon of do-it-yourself estate planning. Based on what I found and through some soul searching, I am launching a new business. Stay to the end to see what I have been working on that has distracted from the usual videos, and I hope it will be worth your...

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Life or Death Choices... Oct 21, 2024

When the doctor came into the waiting room and told Deborah that taking her mother off life support may be the best option, Deborah was crushed. She suddenly felt trapped. Her breath came in shallow waves. Her chest tightened. And the thoughts ran wildly through her mind: "I can't do this. It...

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The IRA "Stretch Plus" Strategy Oct 21, 2024

While many were praising the SECURE Act and its changes in the past few years, there was one incredible tax opportunity for beneficiaries that was stripped away. Before the new legislation was enacted, there was the potential for a pay-on-death beneficiary of an IRA or other retirement account to...

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Three Lessons From Helene Oct 14, 2024

The recent devastation in Western North Carolina, Eastern Tennessee, and other part of the country left a lot of people stranded without even the basic necessities. I was personally caught up in that for about 48 hours, and my situation wasn’t nearly as bad as some others. However, those 48...

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Helping With Huntingtonā€™s Oct 07, 2024

For several years now, The Law Offices of Jeffrey G. Marsocci, PLLC has been working with a fantastic charitable organization called HD Reach and assisting clients with Huntington’s Disease (commonly referred to simply as HD). In many cases, we have also assisted their families with estate...

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Just the FAQs--Part 3 of 3 Sep 30, 2024

PART 3 OF 3

I get a lot of questions about basic estate planning concepts when people are first looking into their own planning, so I decided to answer many of them in this FAQ series. If you have additional questions or want to look at things more comprehensively, you can check out the free...

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Just the FAQs--Part 2 of 3 Sep 23, 2024

PART 2 OF 3

I get a lot of questions about basic estate planning concepts when people are first looking into their own planning, so I decided to answer many of them in this FAQ series. If you have additional questions or want to look at things more comprehensively, you can check out the free...

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Just the FAQs--Part 1 of 3 Sep 16, 2024

I get a lot of questions about basic estate planning concepts when people are first looking into their own planning, so I decided to answer many of them in this FAQ series. If you have additional questions or want to look at things more comprehensively, you can check out the free information...

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Better Than Nothing? Sep 09, 2024

If you care about what you have an who you want making decisions for you if your can't, then it is critical to have legally have written instructions in place. However, about 68-70% of the population has no written plan whatsoever. The focus of my law firm is to help people plan ahead the...

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Three Things Most People Get Wrong About Living Wills Sep 03, 2024

Probably one of the most critical but misunderstood planning documents is the Living Will, or as we call it in North Carolina, a Declaration of a Desire for a Natural Death. While there are a lot of misconceptions and misnaming going around (no, a Living Will is not a Will that avoids probate;...

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Three Critical Estate Planning Options Aug 26, 2024

Death is not something we enjoy talking about, but something we know we all have to face. For many there is no preparation. It's sudden, unexplainable and without mercy. However for some, there is at least the favor of a little preparation. As much as the reality is all around you, talking about...

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Locking Things Up for You AND the Next Generation Aug 19, 2024

Unfortunately, the next generation may need a little extra protection... even from themselves. I'm not talking about specific beneficiaries with Special Needs who may need an inheritance to be locked up so they don't lose their benefits. Instead, I mean making sure that an inheritance. Sometimes...

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