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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
6 days ago
6 days ago
Does estate planning feel overwhelming? You aren't alone. Most people avoid it because they don't know where to start.
In this video, Jeffrey G. Marsocci (The Plain English Attorney) reveals 3 "hacks" to put your planning on "Easy Mode." Instead of getting lost in confusing legal jargon, we strip it back to the basics. You will learn why focusing on the "Big Four" questions is more important than worrying about document names, and how to find an attorney who speaks your language. In this video, we cover:
Hack #1: The "Big Four" questions every 57 estate planning checklist must answer (Financial, Healthcare, Assets, and Kids).
Hack #2: Why you should learn 56 estate planning basics before you hire a lawyer.
Hack #3: How to pick an attorney that matches your learning style.
#estateplanning #plainenglishattorney #estateplanningforbeginners #estateplanningbasics
Check out the YouTube video version here.
Resources Mentioned:
📘 Get the Book for Free: Download "Estate Planning Basics" at https://www.FreeTrustCourse.com
Saturday Feb 14, 2026
Saturday Feb 14, 2026
From Internet scams to protecting inheritances, this family had a trust in place for years but it hadn’t been fully activated.
Listen how shifting control the right way preserved dignity, avoided legal pitfalls, and kept the estate plan working exactly as it was designed.
#estateplanning #trustsandestates #assetprotection #agingparents
Check out the YouTube video version here.
FREE RESOURCE AVAILABLE:
Saturday Feb 07, 2026
Saturday Feb 07, 2026
The shocking headline that revealed how probate really works in North Carolina. Listen till the end and you might be surprised by what you’ve been assuming about wills, trusts, and letters testamentary!
#estateplanning #estate #trust #willsandtrusts #probate #NCprobate
FREE RESOURCE AVAILABLE:
Check out the YouTube video version here.
Saturday Jan 31, 2026
Saturday Jan 31, 2026
What if I told you the same money and the same family could end with completely different outcomes...just because of one form?
Beneficiary designations can quietly destroy even the best intentions.
No family drama.
No bad actors.
Just paperwork doing exactly what it was designed to do… with consequences no one saw coming.
#estateplanning #revocablelivingtrust #legacyplanning #probate
FREE RESOURCE AVAILABLE:
Check out the YouTube video version here.
Saturday Jan 24, 2026
Saturday Jan 24, 2026
This isn’t a hypothetical.
This isn’t a law school example.
This happened in my own family.
If you think, “My family would never have issues with that,” this episode is especially for you.
👉 Listen to understand why this matters before your family is forced to learn it the hard way.
👍 If this helped you, please like and subscribe for more real-world estate planning insights.
#estateplanning #northcarolinalaw #probatelaw #trustsandestates #estateplanningattorney #endoflifeplanning
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Jan 17, 2026
Saturday Jan 17, 2026
I share the full story of handling an estranged family member’s estate, the chaos that unfolded, and the lessons about probate, trust planning, and why estate planning really matters.
⚠️ You won’t believe how one estranged relationship turned into a hands-on lesson about responsibility, legal protections, and planning ahead.
#estateplanning #trustfunding #avoidprobate #estatelaw #reallifestory
FREE RESOURCES AVAILABLE:
https://EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Jan 10, 2026
Saturday Jan 10, 2026
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.