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Understanding complex legal and related issues is tough enough without having to filter through the legalese. As the Plain English Attorney(TM), Jeffrey G. Marsocci utilizes his knowledge and experience as an attorney licensed in North Carolina and as a Certified Medicaid Planner(TM) nationwide in the U.S. to break down topics such as estate and Medicaid planning, financial strategies, and other topics of interest. For more free information, please go to www.linktr.ee/plainenglishattorney.
Episodes
Monday Aug 18, 2025
Monday Aug 18, 2025
Not all attorneys get into the legal business for the right reasons. Some even intentionally cross lines to inflate their bottom line at the expense of their clients. In this episode, we review 6 ways overcomplicating estates in the planning phase can lead to more money for the lawyers now and in the future.
These areas include:
- Types of estate allocations and distributions
- Splitting up the same essential duties among different agents
- Doubling or tripling (or more) the amount of paperwork
- Choosing the simpler documents to create more (billable) paperwork later
- Needlessly dragging more people into probate court than necessary
- Ignoring the details on the single best way to avoid court
#probate #revocabletrust #estateplanningattorney #livingtrust #estateplan
Watch the YouTube version here.
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