1.2K
Downloads
221
Episodes
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
If a revocable living trust is supposed to be the “estate plan,” then why aren’t retirement accounts transferred into the trust or payable to the trust upon death? Based on some questions from clients creating a revocable living trust and IRA Trusts, this episode covers the different funding options for retirement accounts and why in some instances retirement accounts may never go into the living trust at all. #finance #revocabletrust #livingtrust #revocablelivingtrust #retirement
No comments yet. Be the first to say something!