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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
People don’t always plan ahead the way they need to, and it’s pretty easy to put off uncomfortable topics like estate planning. That is, until one tragedy or another gives my clients that added push to come in and finally address putting together an optimal estate plan.
In this podcast, I walk through 5 of the biggest life situations, either experienced by my clients or people close to them, that finally bring them to the office conference room table to get a plan done.
Check out the YouTube video version here.
#estateplanning #revocabletrust #livingtrust #revocablelivingtrust
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