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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
PART 2 OF 3
Probate can be complicated, and the proof a court requires can be arduous for most non-lawyers. But how do assets end up in probate? What happens to them when they do? Does the Will cover everything? Is the process always the same?
In this three-part series recorded at a national estate planning conference in September of 2024, Jeffrey G. Marsocci breaks down in plain English the general probate process with examples from North Carolina’s system. In the end, many people want to avoid the costly, time-consuming, and frustrating probate court process, but just in case assets do end up in probate, this series will help you understand the basics.
Check out the YouTube video version here.
#estateplanning #probate
Monday Aug 18, 2025
Monday Aug 18, 2025
I’m pulling back the curtain on the #1 probate mistake that could cost your family time, money, and stress. Most people think a revocable living trust magically avoids probate, but the truth? It’s only half the battle!
Listen to this podcast episode to learn how probate really works, the biggest mistake people make, and what you must do to truly protect your assets.
Check out the YouTube video version here.
Monday Aug 18, 2025
Monday Aug 18, 2025
What happens when you don’t have an estate plan? The government steps in and trust me, their plan isn’t what you think! In this video, we emphasize the need for estate plans to avoid issues, explaining probate, wills, and revocable living trusts. We also highlight the complexities of inheritance laws, the benefits of trust funding, and the potential pitfalls of simple beneficiary designations. This is just PART 1!
Check out the YouTube video version here.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.