1.1K
Downloads
204
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
What all those estate planning documents actually do and which parts you really need to pay attention to?
In this episode, I walk you through a clear, practical overview of your estate planning documents before your document review meeting. Think of this as your behind-the-scenes guide that answers the questions most clients ask before they even ask them.
#estateplanning #estateplanning101 #estateplanningattorney #revocablelivingtrust #trustplanning #willsandtrusts #estatedocuments
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Jan 03, 2026
Saturday Jan 03, 2026
What if you could protect your family business, reduce personal liability, avoid probate, AND transfer wealth to the next generation... without giving up control?
If you own a family business, rental properties, or multiple entities, this is one of those videos that can save you from expensive mistakes later.
⚠️ This is educational, not DIY advice but it will absolutely change how you think about entity structure and estate planning.
#familylimitedpartnership #FLP #estateplanning #wealthtransfer #businessplanning #taxsavings
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Dec 27, 2025
Saturday Dec 27, 2025
If you’re serious about protecting your family’s wealth and making smart financial moves, this podcast episode will give you the inside scoop.
Learn the truth about family limited partnerships, business entities, and why proper documentation and accounting can save your assets from lawsuits and taxes.
#familylimitedpartnership #FLP #estateplanning #wealthtransfer #businessplanning #taxsavings
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Dec 20, 2025
Saturday Dec 20, 2025
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.