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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
Saturday Nov 22, 2025
Saturday Nov 22, 2025
If your plan isn’t updated regularly, it can drift out of sync with your life… and create huge problems for your loved ones.
In this episode, I explain why an annual review meeting is essential even if your trust seems “perfect.”
💡 Listen to the full episode to see how a quick yearly review can save your family time, money, and headaches and give you true peace of mind.
#annualreview #livingtrust #revocabletrust
RESOURCES AVAILABLE:
https://www.TrustAnnualReview.com
https://www.FreeTrustCourse.com
https://www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Nov 15, 2025
Saturday Nov 15, 2025
Don’t do this with your trust. Seriously.
Most people think creating a trust is enough but if your bank accounts aren’t set up the right way, your entire plan could fall apart.
If you already have a trust (or plan to create one), you can’t afford to miss this.
#estateplanning #trustfunding #willsandtrusts #trustplanning
BOOK MENTIONED
Estate Planning Basics: A Simple, Plain English Guide to Estate Planning Concepts
https://www.amazon.com/Estate-Planning-Basics-English-Concepts
RESOURCES AVAILABLE:
Check out the YouTube video version here.
Saturday Nov 08, 2025
Saturday Nov 08, 2025
When people try to mix and match pieces of their estate plan instead of building a complete, integrated system.
This audio shows how all the pieces of a smart estate plan fit together. If you want to understand how to truly protect your assets and your family’s future, this audio is must listen.
#estateplanning #assetprotection #financialliteracy
RESOURCES AVAILABLE:
Check out the YouTube video version here.
Saturday Nov 01, 2025
Saturday Nov 01, 2025
You’ve probably heard it before: 👉 “Once you set up an irrevocable trust, you can’t change it.”
Well… that’s mostly true but there are ways to achieve the same result without technically amending the trust.
In this episode, I break down how it’s possible to restructure or “decant” an irrevocable trust to reflect new circumstances such as changes in trustees, beneficiaries, or family dynamics while staying compliant with legal and tax rules.
#estateplanning #irrevocabletrust #medicaid
FREE RESOURCES AVAILABLE:
Check out the YouTube video version here.
Saturday Oct 25, 2025
Saturday Oct 25, 2025
This episode is a recap of the Gen X Conversations series where four high school classmates reunited decades later to talk about the realities of aging, caregiving, and planning for the future.
🕯 Dedicated to Kim’s mom whose warmth and kindness reminded us what truly matters.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #willsandtrusts #probate #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Oct 18, 2025
Saturday Oct 18, 2025
What happens when your parents’ final wishes don’t match what’s written in the will?
In this episode of Gen X Conversations, we talk about the outdated wills and unexpected funeral costs to family disagreements and lessons learned the hard way... this conversation gets real.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #willsandtrusts #probate #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Oct 11, 2025
Saturday Oct 11, 2025
Have you seen a family fall apart over money after someone passes away?
That’s exactly what this conversation is about. Four Gen X classmates reunite at a beach house to talk about what really happens when aging parents, inheritance, and family emotions collide. They learned the hard way that avoiding probate with a revocable living trust can save not just money but relationships.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #probate #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Oct 04, 2025
Saturday Oct 04, 2025
What we’re unpacking in this episode...
We talk candidly about aging parents, nursing home costs, estate planning, and how to avoid the chaos that comes when there’s no plan in place.
👉 If you’re part of the “sandwich generation,” this episode will hit home.
👉 If you’ve been putting off planning, this is your sign to start.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #nursinghome #medicaid
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Sep 27, 2025
Saturday Sep 27, 2025
Ever seen a family fall apart over an inheritance? It happens more often than you think and probate court usually makes it worse.
Four classmates reunite decades later to share what really happens when aging parents, money, and family expectations collide. From nursing home care to contested wills, they’ve seen it all and they explain why avoiding probate with a revocable living trust can save families time, money, and heartache.
Watch the full conversation now and don’t forget to subscribe for more real stories and practical tips on protecting your legacy.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #caregiverlife #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.
Saturday Sep 20, 2025
Saturday Sep 20, 2025
Have you ever looked around your parents’ house and thought… who’s going to deal with all this stuff one day? That’s the reality many of us in Gen X are facing, caught between raising our own kids, supporting aging parents, and trying to prepare for our own future at the same time.
If this resonates with you, join the conversation, share your experiences in the comments, and let’s figure out how to make these tough transitions just a little easier.
PART 1: The Sandwich Generation
PART 2: The Weight of “Stuff” and the Cost of Waiting
PART 3: Why Avoiding Probate Matters More Than You Think
PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”
PART 5: Control, Medicaid, and Protecting the Next Generation
PART 6: Final Wishes and Lessons Learned
Gen X Conversations: Wrapping Up the Series
#genx #agingparents #estateplanning #caregiverlife #generationalwealth
FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com
Check out the YouTube video version here.