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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 there is no money available to pay the funeral home?
When someone uses the "duct tape solution" of beneficiary designations on all their accounts to avoid probate rather than using a revocable living trust, it becomes a disaster for the people named as executors in the Will. This is to the point it could delay paying for the funeral for a month or more.
In this podcast episode, Jeff reviews an estate where he was "temporarily" named as executor, the client "Tasha" died, and now the financial firm holding her assets is refusing to even release information until they get paperwork from a court process that takes a month or more. #probate #funeral #estateplanning #revocabletrust
For the YouTube video version, check it out here.
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