The Plain English Legal Podcast

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.

Debunking Myths of In-Home Care

People don't usually go from living independently straight to a nursing home needing skilled care. But can you receive care at home? Is it too expensive? Shouldn't the family just pitch in? What are the pros and cons?

In this podcast episode, we discuss In-Home care with FOUR professionals, including me as a Medicaid Planning attorney, financial advisor and asset coordinator Mike Brooks, Certified Medicaid Planner(TM) David Cole, and the founder of Right at Home of the Triangle Ken Helmuth.

Find out how knowing about In-Home Care can save the family hundreds of thousands of dollars and live more independently for as long as possible.

Check out the YouTube video version here. 

Foundations VS. Donor Advised Funds

Can You Turn Your Business Into a Charity and Keep the Money?

Spoiler: No, absolutely not.

Let's learn the real differences between private foundations and donor-advised funds, how they work, which one might fit your goals and why trying to cheat the system won’t end well. If you're serious about giving back and want to avoid the legal landmines, watch this before you set anything up.

 Check out the YouTube video version here.

📍 If you're based in North Carolina, call 919-844-7993 to schedule your free discovery call.

Jimmy Buffett Estate, Wasting Away in Court...

The estate planning disaster unfolding around Jimmy Buffett’s $275 million estate and the one mistake that triggered it all: naming co-trustees.

This isn’t just about celebrity estate planning because this could happen to anyone. If you're serious about protecting your legacy, listen to this podcast to the end.

Check out the YouTube video version here.