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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
When someone dies and an account goes somewhere it isn't supposed to, whose to blame for it?
The financial advisor?
The attorney?
Someone else?
When citizens use a revocable living trust in their estate plan to avoid probate for their beneficiaries, then account titles and beneficiary designations need to line up with the overall plan. In this podcast, Jeff reviews these concepts of blame in the backdrop of historic Colonial Williamsburg, adding some entertaining history and tales.
Check out the YouTube video version here.
#estateplanning #revocabletrust #livingtrust #revocablelivingtrust #history
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