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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
Can inheriting a lot of money actually destroy a marriage? In this podcast, Jeff reviews one woman’s turmoil when her husband leaves her after he receives an inheritance. This leads to the question: can inheritances be structured to preserve a marriage rather than be fuel for divorce? #estateplanning #divorce #inheritance
Monday Aug 18, 2025
Monday Aug 18, 2025
Presentations from HD Reach's 2024 annual Education Day on Huntington's Disease conference in Raleigh, North Carolina (March 9, 2024). Attorney and Certified Medicaid Planner Jeffrey G. Marsocci, also known as The Plain English Attorney, in conjunction with his law office's Asset Coordinator Mike Brooks, review legal documents, finances, long term care, and Medicaid planning in 2 break out sessions.
Check out the YouTube version here.
Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#estateplanning #trust #irrevocabletrust #medicaid #huntingtonsdisease #huntingtonsdiseaseawareness #theplainenglishattorney #podcast #theplainenglishattorneypodcast #estateplanningattorney #estateplanninglawyer
Monday Aug 18, 2025
Monday Aug 18, 2025
What exactly are "Death Taxes," and how have they been updated in 2024?
In this week's podcast episode, we explore estate, gift, generation-skipping, and inheritances taxes at the federal and state levels that can impact your estate planning goals in this New Year. We also take a look at one BIG missed opportunity for planning that most people don't even know about let alone take advantage of.
For the full YouTube video on this topic, please click here to watch.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#theplainenglishattorney #estatetaxes #taxes #taxplanning #podcast
Monday Aug 18, 2025
Monday Aug 18, 2025
An explanation of Gun Trusts plus an interview with Attorney Jessica Metry on the ins and outs of Gun Trusts.
Monday Aug 18, 2025
Monday Aug 18, 2025
Busting 10 Medicaid Myths! 🚫
Join me, as I debunk common misconceptions about Medicaid and long-term care costs. Parents facing potential care needs can be hit with around $10,000 monthly expenses, prompting a quest for Medicaid qualification.
Stay tuned for the top 10 myths (plus a bonus myth) that could lead to irreversible financial disaster.
For the full YouTube video on this topic, please click here to watch.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#medicaid #medicaidplanning #estateplanning #estateplanningattorney
Monday Aug 18, 2025
Monday Aug 18, 2025
Unfortunately, this creative writing post mirroring "The Night Before Christmas" was based on a true probate story.
Monday Aug 18, 2025
Monday Aug 18, 2025
A good “Estate Starter Pack” is to put in place the Big Five Documents of a basic estate plan; Last Will and Testament, Durable General Power of Attorney, Health Care Power of Attorney, Nomination of Conservator, and Living Will. Plus a bonus document for the young adults with children out there.
For the YouTube video version, please click here: https://youtu.be/gynhFl-o4Ns
Monday Aug 18, 2025
Monday Aug 18, 2025
Banks are very good at what they do, but they are horrible when it comes to estate planning?
Why? In short, it’s because banks are not designed to specifically handle estate planning.
In this week's podcast episode, Jeff walks through five big reasons why banks are not the right place to go to plan your estate as well as some alternatives.
For the full YouTube video on this topic, please click here to watch.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#estateplanning #trust #podcast
Monday Aug 18, 2025
Monday Aug 18, 2025
Life is full of uncertainties, and estate planning is about anticipating and preparing for the unexpected.
We're debunking the 'That would never happen' mindset.
From divorces in guardian choices to unforeseen changes in asset dynamics. Learn from these real-life cases.
Tune in now and be prepared for life's twists and turns!
For the full YouTube video on this topic, please click here to watch.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#estateplanning #trust #podcast
Monday Aug 18, 2025
Monday Aug 18, 2025
Irrevocable Life Insurance Trusts are making a comeback as a popular tool to help avoid estate taxes or help pay the taxes without having to liquidate assets.
But how do these irrevocable trusts work?
What needs to be done to set one up?
How are premium payments for the insurance handled?
In this installment, Jeff reviews the ins and outs of “ILITs.”
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#irrevocabletrust #lifeinsurance #estate #estateplanning