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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
Having a solid estate plan often means having a revocable living trust that can distribute assets to your beneficiaries without probate. But how should those assets be distributed out of the trust? At age 18? With a mandate to pay for all education expenses? Through a stipend to a guardian? In this podcast, Jeff reviews five ways of distributing inheritances to avoid, and why other methods make more sense. Check out the free resources at www.LivingTrustLawFirm.com/downloads #estateplanning #revocabletrust #livingtrust #revocablelivingtrust
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