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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Don’t Frankenstein Your Trust diy estate planning estate planning attorney special needs trust trust funding Oct 23, 2023

DIY changes to a solid estate plan can often cause unintended consequences or even revoke your entire plan...

“It’s alive!” Dr. Frankenstein exclaimed, watching his creation come to life. His monstrous creation cobbled together cadaver parts, ran electricity through the entire...

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Attorney-Client Relationships Enhanced with New Resource Center attorney-client relationships company news the plain english attorney™ trust funding Oct 16, 2023

We are pleased to announce the launch of the Client Resource Center for The Law Offices of Jeffrey G Marsocci, PLLC. This is an exclusive program just for our revocable living trust clients, friends, and colleagues that is made available to them. It contains all of the ongoing reference courses...

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Client Resource Center Coming Soon basic estate planning company news estate planning lawyer advice tags: client resources Oct 09, 2023

We have always been committed to providing our clients with good information so they can make the smartest decisions for them and their loved ones. In conjunction with Mr. Marsocci’s publishing company, we are launching the online Client Resource Center exclusively for the clients and...

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Five Ways Attorneys Destroyed an Estate attorney basic estate planning revocable living trust Oct 02, 2023

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 this blog, I’ll use the hypothetical Smith family, going back to 1996. At the time, it was John and Jane Smith and their four children, so they worked...

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Keep the House or Sell It? asset management trusts divorce trustee Sep 25, 2023
The question recently came up from a breadwinner father going through a divorce. In revising his estate plan, should he have the trustee sell the house and use the money to support his children, or have the house stay in trust for the ex and children to live in until the kids are...
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Best Online Estate Planning #estateplanningbooks divorce planningattorney Sep 18, 2023

The world is going digital!

Actually, it's more accurate to say that the world is becoming more digital, and this includes how we consume educational media. On Monday, July 31, 2023, we launched the new book called The Divorce Firewall Strategy on Amazon as a paperback book for order....

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11 Red Flags of Estate Planning #estateplanningbasics #trustplanning revocable trust Sep 11, 2023

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. Here are the top eleven red flags Indicating an...

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When should I start planning for marriage? attorneys advice estate planning lawyers advice marriage planning Sep 04, 2023

The book The Divorce Firewall Strategy was written to help people plan ahead for marriage and avoid potential problems in the event of divorce to the same extent that many of my clients plan their estates ahead of time to avoid probate court. In one case, we are setting up a revocable...

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Seven Questions on Irrevocable Trusts (Part 2 of 2) irrevocable trust living trusts revocable trust the plain english attorney™ Aug 28, 2023

On one of my more popular YouTube videos, a subscriber asked 7 questions that were quite common and deserved a little more thought than just responding quickly in the comments. Here are the second three of the seven questions. Check out the full YouTube videos through the...

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7 Questions on Irrevocable Trusts (Part 1 of 2) irrevocable trust living trusts q&a Aug 21, 2023

On one of my more popular YouTube videos, a subscriber asked 7 questions that were quite common and deserved a little more thought than just responding quickly in the comments. Here are the first four of the 7 questions, and the next blog will cover the remaining three. Check out the full YouTube...

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The Irrevocable Trust Revenue Ruling Nothing Burger address the press irrevocable trust Aug 14, 2023

There has been a lot of buzz in the estate planning news world about a catastrophic revenue ruling by the IRS. Professional journals and news outlets are screaming about how the IRS is quietly taking away your precious tax breaks when it comes to irrevocable trusts. Clients, financial advisors,...

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Cornhole Tournament to Benefit Special Olympics #specialneeds charity community Aug 07, 2023

There are many ways to both benefit charities and save on taxes through good estate and financial planning for after you pass on. There are also a lot of tax techniques to benefit you and charities during your lifetime that can save tens or hundreds of thousands of dollars. However, there are...

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