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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
Wednesday Jul 08, 2020
Wednesday Jul 08, 2020
As part of executing an estate strategy that helps avoid probate, real estate should be owned by your revocable living trust. But what difficulties might come up? In this episode, I'll explore why real estate should be in a revocable living trust and then what issues may come up around 1) buying real estate in a trust, 2) selling real estate in a trust, and 3) refinancing a mortgage on property in a trust.
For more information on Revocable Living Trusts, please read Estate Planning Basics: A Simple Guide to Estate Planning Concepts, available on Amazon.com.
Free Educational Programs and Other Information:
https://linktr.ee/plainenglishattorney
8406 Six Forks Road, Suite 102
Raleigh, NC 27615
(919) 844-7993
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