The Plain English Legal Podcast

Trust 101 with Charitable Giving Presentation | Part 2 of 2

Now for PART 2! If you thought Part 1 was eye-opening, there’s more you need to know! I’m sharing a couple more of the most chaotic estate cases I’ve ever encountered. You need to hear these stories! They’re real-life examples of why proper estate planning matters.

👉 Missed Part 1? Be sure to listen to it first!

Check out the YouTube video version here.

Three Massive Myths of Estate Planning

These are some of the most dangerous myths people believe about estate planning and they could lead to legal DISASTERS. In this video, I break down 3 massive myths (plus a SHOCKING bonus!) that too many people fall for when planning their estates.

💡 Real talk, no fluff. Just straight-up truth about wills, trusts, probate, taxes, and what the law really says.

Check out the YouTube video version here.

"Get Your Ducks in a Row!" | Organize Your Estate the Smart Way

Feeling overwhelmed by paperwork and not sure which documents actually matter in your estate plan? You’re definitely not alone and this episode is here to help!

I sat down with Maggie Alcock, founder of Rowing Ducks, to talk about the real steps you can take to get your essential documents in order before crisis hits. From practical organizing tips to must-have paperwork, this conversation is packed with valuable info for anyone wanting peace of mind.

👉 Listen now and get more info at www.RowingDucks.com

Check out the YouTube video version here.

HD Reach Leaving a Legacy Part 1 of 2

Your legacy should be a gift, not a burden. Let’s make sure it becomes exactly that.

This is a video recording with Jeffrey G. Marsocci, Mike Brooks, Asset Coordinator at The Law Offices of Jeffrey G. Marsocci, PLLC, and David Cole, Owner/Operator of Senior Veterans Council, recorded during the HD Reach event.

We get real about what happens if you don’t plan the right way — because you owe it to yourself, and the people you love, to make sure your legacy is a blessing, not a burden.

This is Part 1. Part 2 drops next week!

Check out the YouTube video version here.

HD Reach Leaving a Legacy Part 2 of 2

If you’ve been following along, you know how important it is to ensure your estate plan is set up the right way so that your legacy doesn’t become a burden to your loved ones.

In this podcast, Jeffrey G. Marsocci, Mike Brooks (Asset Coordinator at The Law Offices of Jeffrey G. Marsocci, PLLC), and David Cole (Owner/Operator of Senior Veterans Council) discuss the key strategies to donate to charity and save on taxes. 👉 We continue the conversation on the most effective ways to support the causes you care about while securing your financial future.

Check out the YouTube video version here.

5 Things a Power of Attorney Can't Do!

We all think we know what a power of attorney can do… but what about what it can’t? 🤔

In this podcast episode, I break down 5 key things a power of attorney can’t legally do and why misunderstanding these could lead to serious headaches (or even court). We’re unpacking the real-life scenarios that trip people up. All in plain English!

Stay till the end for a bonus section on the TWO types of power of attorney in North Carolina and why using the wrong one could seriously backfire.

Check out the YouTube video version here.

The Three Estates Concepts

What if your estate plan is like packing for a vacation and your clothes end up in Miami, your meds in Little Rock, and your gym bag in Toledo? Sounds ridiculous, right? But that’s exactly how messy your estate can get even if you have a revocable living trust when things aren’t set up the right way.

👉 If you want to avoid probate, protect your family, and get your plan done right, this video is a must-watch.

Check out the YouTube video version here.

10 Deadly Estate Practice Sins

What’s the fastest way to sink your estate planning practice and burn out in the process?

In an exclusive webinar, I’ll walk you through the "10 Deadly Estate Practice Sins" that kill client experience, drain your time, and ruin your results. I’m giving away 3 of these 10 deadly sins early, only here on this podcast episode.

But for the full list, join the live webinar or catch the replay on The Estate Planning Source’s YouTube channel on June 17, 2025, at 11 a.m. MT / 1 p.m. ET. 

Check out the YouTube video version here.

THE ESTATE PLANNING SOURCE WEBINAR: https://www.youtube.com/live/XSkYnJP7VSY

Do I Need a Trust?

Most people have no idea what really happens in probate until it’s too late and their family is stuck with delays, legal fees, and public court proceedings. In this podcast episode, learn why a revocable living trust might be the smarter move even for modest estates.

If you're in North Carolina, schedule a free 30-minute discovery call at 919-844-7993, or check out my free online course at www.FreeTrustCourse.com.

Don’t let the court system write the last chapter of your life. Take control.

Check out the YouTube video version here.

The High Cost of a Free Plan

Why Free Forms Can Be a Costly Mistake!

Sure, downloading a free or low-cost estate planning form might look like a smart move. But what happens when that “simple” form doesn’t meet the legal standards required by North Carolina law? Spoiler alert: it could cost your family time, money, and stress they weren’t prepared for.

📞 For North Carolina residents: Get your estate plan in order, call our office at 919-844-7993 to schedule your discovery call.

📆 For our existing clients, call us to book your annual review and keep your plan current.

Check out the YouTube video version here.