1.1K
Downloads
201
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
PODCAST--Using a revocable living trust in your estate plan to avoid probate can be one of the most effective ways to handle your own estate planning. Unfortunately, many people ignore the ongoing tasks and annual check-ins to make sure that their trust is still operating at peak performance. But what really needs to be done to keep your estate plan in top condition? In this podcast recorded in historic Colonial Williamsburg, estate planning attorney Jeffrey G. Marsocci runs through the three main “checklist” items he runs through in Annual Review Meetings with his own clients.
Check out the YouTube version here: https://youtu.be/vo1GfUulhI0
HELP US KEEP THIS INFORMATION FREE BY SUBSCRIBING TO THE YOUTUBE CHANNEL https://youtube.com/nclawyer?sub_confirmation=1
No comments yet. Be the first to say something!