1.1K
Downloads
201
Episodes
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
4 days ago
4 days ago
Are Family Limited Partnerships too risky?
Do the IRS rules make them impossible to use?
Or are they one of the most powerful tools for protecting family businesses and passing wealth to the next generation?
If you’re a family business owner, planning your estate, or curious about smarter wealth transfer strategies, this video will give you clarity and confidence to make the right decisions.
#familylimitedpartnership #FLP #estateplanning #wealthtransfer #businessplanning #taxsavings
FREE RESOURCES AVAILABLE:
https://PlainEnglishAttorney.com
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Dec 13, 2025
Saturday Dec 13, 2025
📵 Can an estate attorney REALLY survive a full week without social media?
If you’ve ever caught yourself mindlessly scrolling, chasing notifications, or losing hours down a rabbit hole, this video is going to hit home.
Does stepping away make life calmer or harder?
Will I actually make it seven days without breaking the rules?
You’re about to find out…
#socialmediadetox #estateplanning #behindthescenes #attorneylife
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Wednesday Dec 10, 2025
Wednesday Dec 10, 2025
In this episode, I’m getting a little personal about how we handle the holidays in our office from taking a full three-week break to making sure my team and clients are fully taken care of.
👉 Listen to the full episode to see how we handle the busiest season of the year, why unplugging matters, and how you can do the same in your life.
#holidaybreak #christmasbreak #endofyear #estateplanning #behindthescenes #attorneylife
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Nov 29, 2025
Saturday Nov 29, 2025
Is your child’s inheritance truly safe from divorce, bad spending habits, or an in-law you don’t fully trust?
Most parents think a revocable living trust protects everything… until they discover the loopholes no one warns them about.
If you’ve ever said, “I just want everything to go to my kids and grandkids, no matter what happens,” this is the podcast episode you can’t skip.
#estateplanning #assetprotection #inlaws #protectyourfamily
RESOURCES AVAILABLE:
https://www.EstateCrashCourse.com
https://www.InLawPlanning.com
https://www.InLawPlanningWebinar.com
Check out the YouTube video version here.
Saturday Nov 22, 2025
Saturday Nov 22, 2025
If your plan isn’t updated regularly, it can drift out of sync with your life… and create huge problems for your loved ones.
In this episode, I explain why an annual review meeting is essential even if your trust seems “perfect.”
💡 Listen to the full episode to see how a quick yearly review can save your family time, money, and headaches and give you true peace of mind.
#annualreview #livingtrust #revocabletrust
RESOURCES AVAILABLE:
https://www.TrustAnnualReview.com
https://www.FreeTrustCourse.com
https://www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Nov 15, 2025
Saturday Nov 15, 2025
Don’t do this with your trust. Seriously.
Most people think creating a trust is enough but if your bank accounts aren’t set up the right way, your entire plan could fall apart.
If you already have a trust (or plan to create one), you can’t afford to miss this.
#estateplanning #trustfunding #willsandtrusts #trustplanning
BOOK MENTIONED
Estate Planning Basics: A Simple, Plain English Guide to Estate Planning Concepts
https://www.amazon.com/Estate-Planning-Basics-English-Concepts
RESOURCES AVAILABLE:
Check out the YouTube video version here.
Saturday Nov 08, 2025
Saturday Nov 08, 2025
When people try to mix and match pieces of their estate plan instead of building a complete, integrated system.
This audio shows how all the pieces of a smart estate plan fit together. If you want to understand how to truly protect your assets and your family’s future, this audio is must listen.
#estateplanning #assetprotection #financialliteracy
RESOURCES AVAILABLE:
Check out the YouTube video version here.
Saturday Nov 01, 2025
Saturday Nov 01, 2025
You’ve probably heard it before: 👉 “Once you set up an irrevocable trust, you can’t change it.”
Well… that’s mostly true but there are ways to achieve the same result without technically amending the trust.
In this episode, I break down how it’s possible to restructure or “decant” an irrevocable trust to reflect new circumstances such as changes in trustees, beneficiaries, or family dynamics while staying compliant with legal and tax rules.
#estateplanning #irrevocabletrust #medicaid
FREE RESOURCES AVAILABLE:
Check out the YouTube video version here.
Saturday Oct 25, 2025
Saturday Oct 25, 2025
This episode is a recap of the Gen X Conversations series where four high school classmates reunited decades later to talk about the realities of aging, caregiving, and planning for the future.
🕯 Dedicated to Kim’s mom whose warmth and kindness reminded us what truly matters.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #willsandtrusts #probate #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Oct 18, 2025
Saturday Oct 18, 2025
What happens when your parents’ final wishes don’t match what’s written in the will?
In this episode of Gen X Conversations, we talk about the outdated wills and unexpected funeral costs to family disagreements and lessons learned the hard way... this conversation gets real.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #willsandtrusts #probate #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.