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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
Many people look at estate planning as a “one and done” item on their checklist. However, keeping a solid estate plan, especially one with a revocable living trust as the base of the plan, requires an annual check-in just to be sure the plan is up to date. More importantly, we need to make sure that all of the assets line up with the overall estate planning.
In this episode, we review the reasons for checking in annually, what items are typically covered in my law firm, and what kinds of potential changes need the documents revised and which ones don't.
Check out the YouTube video version here.
#estateplanning #revocabletrust #livingtrust #revocablelivingtrust #checkup
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