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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
Sometimes being fair does not mean being equal, and this often happens in estate planning. If one of two children got full scholarships for all of their education, but the other had the parents pay for expensive private schools through completion of a doctorate degree, is it still fair to leave an estate equally to the two children? In this installment, Jeff covers several estate situations that are fair but the allocations from the trust are not equal. #estateplanning #revocabletrust #livingtrust #revocablelivingtrust
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