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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 Oct 12, 2020
Monday Oct 12, 2020
Getting your estate in order also means leaving behind at least basic information for your heirs. Having at least a basic outline of your assets and where they are can make a huge difference. In one case, we stumbled across a bank account in California owned by the deceased person that his heirs had absolutely no record of. So just how much money was in that account? We didn't know until we actually got the check in the mail.
For more information on planning and the downsides of probate, please check out the free download of my e-book Estate Planning Basics available at www.linktr.ee/plainenglishattorney or the premium download of the audiobook version at: https://plainenglishattorney.podbean.com/e/estate-planning-basics-1597927336/
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