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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
What’s the fastest way to sink your estate planning practice and burn out in the process?
In an exclusive webinar, I’ll walk you through the "10 Deadly Estate Practice Sins" that kill client experience, drain your time, and ruin your results. I’m giving away 3 of these 10 deadly sins early, only here on this podcast episode.
But for the full list, join the live webinar or catch the replay on The Estate Planning Source’s YouTube channel on June 17, 2025, at 11 a.m. MT / 1 p.m. ET.
Check out the YouTube video version here.
THE ESTATE PLANNING SOURCE WEBINAR: https://www.youtube.com/live/XSkYnJP7VSY
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