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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
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
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
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.
Monday Aug 18, 2025
Monday Aug 18, 2025
People often put off estate planning because the process seems too complex or they’ve been told they need to find one “perfect” person to do it all. I'm here to bust those myths and show you how to make smart, practical decisions that actually reflect your life and your priorities.
If you believe estate planning should be simple, straightforward, and drama-free, this video is for you.
Check out the YouTube video version here.
Monday Aug 18, 2025
Monday Aug 18, 2025
Do you really need a “special needs trust”?
Most people think they do… but not everyone actually needs one. And starting with the wrong assumption could cause way more harm than help.
👉 If you’ve got a loved one with special needs or you’re helping clients who, this is the kind of info that can save you a lot of stress, money, and heartache later.
Part 3 of this video comes out next week.
Grab your free starter guide at www.EstatePlanningEbook.com
Check out the YouTube video version here.
Monday Aug 18, 2025
Monday Aug 18, 2025
Do you really need a “special needs trust”? Most people think they do… but not everyone actually needs one. And starting with the wrong assumption could cause way more harm than help.
👉 If you’ve got a loved one with special needs or you’re helping clients who, this is the kind of info that can save you a lot of stress, money, and heartache later.
Part 2 of this video comes out next week.
Grab your free starter guide at www.EstatePlanningEbook.com
Check out the YouTube video version here.
Monday Aug 18, 2025
Monday Aug 18, 2025
If you’re married and thinking about estate planning or just want to avoid leaving behind a tax mess this is one you’ll want to tune into. Let’s make it easy, and maybe even save your family a whole lot of money down the line.
Check out the YouTube video version here.
FREE COURSE AVAILABLE: www.FreeTrustCourse.com