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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
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
Monday Aug 18, 2025
Monday Aug 18, 2025
An outline of questions to ask when weighing pros and cons of using either a Last Will and Testament or Revocable Living Trust for your particular estate planning situation.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
Monday Aug 18, 2025
Monday Aug 18, 2025
Getting the final divorce decree often isn’t the end of the marriage entanglements. There may be several loose ends to tie up that could have an extreme impact on your estate planning wishes, and you may never know it.
In this podcast episode, Jeff examines five big divorce disasters waiting to happen.
Link here to grab your copy of the book “The Divorce Firewall Strategy: How to Avoid Losing Everything in a Divorce by Planning Ahead”.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#divorce #estateplanning
Monday Aug 18, 2025
Monday Aug 18, 2025
Creating and securing perpetual wealth for a family forever is possible, but it is not necessarily for everyone. Setting up the right trusts and structures can make sure that descendants you will never meet are supported. cared for, and able to live their best lives without the worry of money.
In this podcast episode, Jeff reviews the different estate planning techniques available to generate a perpetual family legacy of wealth and prosperity.
Check out the free program on trusts at www.freetrustcourse.com!
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#wealth #estateplanning #trust #legacy
Monday Aug 18, 2025
Monday Aug 18, 2025
During our volunteering experience at Carolina Tiger Rescue, the issue of inheriting a pet tiger became a focal point, especially considering the new Big Cat Public Safety Act of 2022. In this week's episode, Jeff reviews typical pet inheritance options, pet trust options, state and local rules, and sheds light on the circumstances under which inheriting a tiger may be possible, all while considering the impact of this new federal legislation. #tiger #volunteer #estateplanning
Monday Aug 18, 2025
Monday Aug 18, 2025
DIY changes to a solid estate plan can often cause unintended consequences or even revoke your entire plan.
Monday Aug 18, 2025
Monday Aug 18, 2025
Dealing with a car in probate when there is a revocable living trust doesn’t need to be complicated to the point a vehicle needs to be retitled in the name of the trust, and then retitled again to the buyer or beneficiary. Instead, there is a way to retitle the car only once, and it sounds complicated… but it really isn’t if you follow this process.
#estate #car #trust
Monday Aug 18, 2025
Monday Aug 18, 2025
There is a lot of confusion over one of men’s biggest fears, and society tends to punish people to arriving at the obvious, simple solution that avoids years of wrongfully imposed child support payments: a paternity test. In this installment, Jeff reviews the facts about paternity fraud, tests, the statistics, and the best legal and strategic way for men to secure certainty in parentage through the right legal documents.
Check out the book The Divorce Firewall Strategy on Amazon, now available on Kindle.
#paternity #childsupport #prenup