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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
What happens when you have been with a partner for 30 years, but were never married because they never divorced their spouse? Despite a solid estate planning strategy with a revocable living trust, one slip up at the bank can cause disaster. In this review of a Reddit question on r/estateplanning, Jeff reviews how one mistake by the bank could cause much of an inheritance to go to the spouse they have been separated from for forty years and not their partner of thirty years. #estateplanning #bank #trust #reddit
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