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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 Oct 19, 2020
Eight Steps Every Senior Should Take
Monday Oct 19, 2020
Monday Oct 19, 2020
I was recently asked to spell out the basic things that every senior should have in place, and I came up with eight specific items. In this podcast, I discuss not only the legal documents to have created and executed, but also some practical and financial considerations as well as brief discussions on all eight.
For more information on the basic legal documents everyone needs, please check out my free e-book Estate Planning Basics through the Linktree account at www.linktr.ee/plainenglishattorney. To contact our office about the financial health check that incorporates projections for long term care costs, please contact my law firm's sister business The Care Assistance Center,LLC at 919-518-8237.
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