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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
Saturday Nov 15, 2025
Saturday Nov 15, 2025
Don’t do this with your trust. Seriously.
Most people think creating a trust is enough but if your bank accounts aren’t set up the right way, your entire plan could fall apart.
If you already have a trust (or plan to create one), you can’t afford to miss this.
#estateplanning #trustfunding #willsandtrusts #trustplanning
BOOK MENTIONED
Estate Planning Basics: A Simple, Plain English Guide to Estate Planning Concepts
https://www.amazon.com/Estate-Planning-Basics-English-Concepts
RESOURCES AVAILABLE:
Check out the YouTube video version here.
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