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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
The phrase "timing is everything" also applies to estate planning with a revocable living trust. When certain things happen can greatly change what happens in an estate plan, and people don't always look at things the right way.
In this podcast, we explore how the passage of time, asset values, and beneficiary distributions can greatly impact how people look at their desired goals for when they are no longer here.
Check out the YouTube video version here.
#estateplanning #revocabletrust #livingtrust #revocablelivingtrust
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