Overview

JOINT PROPERTY CAN DESTROY YOUR ESTATE. While it seems easy to retitle accounts as joint with a right of survivorship, it can come with DEVASTATING TAXES and LAWSUIT LIABILITY. But there are legal and effective planning solutions to help your family AVOID PROBATE and UNNECESSARY TAXES. Trust planning can provide PEACE OF MIND... but only if you plan ahead, use the RIGHT DOCUMENTS and work with the RIGHT PROFESSIONALS. You'll learn how folk remedies like joint property can produce a tax and legal nightmare; how proven planning techniques can avoid the probate process while avoiding unnecessary taxes; and how a trust can protect your assets from your children's divorcing spouses and bad spending habits.

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Jeffrey G. Marsocci is a life and estate planning attorney who has helped clients and their families for more than a decade. He successfully helped hundreds of clients and their families plan for the future while successfully avoiding hidden tax traps, unnecessary expenses, and burdensome red tape . Mr. Marsocci frequently leads seminars for clients as well as lectures to financial advisors and attorneys on the proper techniques.

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