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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
Sometimes being fair does not mean being equal, and this often happens in estate planning. If one of two children got full scholarships for all of their education, but the other had the parents pay for expensive private schools through completion of a doctorate degree, is it still fair to leave an estate equally to the two children? In this installment, Jeff covers several estate situations that are fair but the allocations from the trust are not equal. #estateplanning #revocabletrust #livingtrust #revocablelivingtrust
Monday Aug 18, 2025
Monday Aug 18, 2025
A common question when people begin looking at estate planning is whether or not one of their main goals is to avoid the probate court process. In this installment, Jeff reviews this exact question from a Reddit poster and what the community provides as advice. #estateplanning #livingtrust #reddit
Monday Aug 18, 2025
Monday Aug 18, 2025
A revocable living trust can be a great estate planning vehicle that keeps your assets out of probate and minimizes settlement costs. However, there are (at least) seven big mistakes that Jeff has seen when it comes to putting together a revocable trust.
Also check out the FREE Trustee Cheatsheet download: https://www.plainenglishattorney.com/pl/2147653836
#estateplanning #revocabletrust #livingtrust #revocablelivingtrust
Monday Aug 18, 2025
Monday Aug 18, 2025
Can inheriting a lot of money actually destroy a marriage? In this podcast, Jeff reviews one woman’s turmoil when her husband leaves her after he receives an inheritance. This leads to the question: can inheritances be structured to preserve a marriage rather than be fuel for divorce? #estateplanning #divorce #inheritance
Monday Aug 18, 2025
Monday Aug 18, 2025
Presentations from HD Reach's 2024 annual Education Day on Huntington's Disease conference in Raleigh, North Carolina (March 9, 2024). Attorney and Certified Medicaid Planner Jeffrey G. Marsocci, also known as The Plain English Attorney, in conjunction with his law office's Asset Coordinator Mike Brooks, review legal documents, finances, long term care, and Medicaid planning in 2 break out sessions.
Check out the YouTube version here.
Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#estateplanning #trust #irrevocabletrust #medicaid #huntingtonsdisease #huntingtonsdiseaseawareness #theplainenglishattorney #podcast #theplainenglishattorneypodcast #estateplanningattorney #estateplanninglawyer
Monday Aug 18, 2025
Monday Aug 18, 2025
What exactly are "Death Taxes," and how have they been updated in 2024?
In this week's podcast episode, we explore estate, gift, generation-skipping, and inheritances taxes at the federal and state levels that can impact your estate planning goals in this New Year. We also take a look at one BIG missed opportunity for planning that most people don't even know about let alone take advantage of.
For the full YouTube video on this topic, please click here to watch.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#theplainenglishattorney #estatetaxes #taxes #taxplanning #podcast
Monday Aug 18, 2025
Monday Aug 18, 2025
An explanation of Gun Trusts plus an interview with Attorney Jessica Metry on the ins and outs of Gun Trusts.
Monday Aug 18, 2025
Monday Aug 18, 2025
Busting 10 Medicaid Myths! 🚫
Join me, as I debunk common misconceptions about Medicaid and long-term care costs. Parents facing potential care needs can be hit with around $10,000 monthly expenses, prompting a quest for Medicaid qualification.
Stay tuned for the top 10 myths (plus a bonus myth) that could lead to irreversible financial disaster.
For the full YouTube video on this topic, please click here to watch.
Subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!
#medicaid #medicaidplanning #estateplanning #estateplanningattorney
Monday Aug 18, 2025
Monday Aug 18, 2025
Unfortunately, this creative writing post mirroring "The Night Before Christmas" was based on a true probate story.
Monday Aug 18, 2025
Monday Aug 18, 2025
A good “Estate Starter Pack” is to put in place the Big Five Documents of a basic estate plan; Last Will and Testament, Durable General Power of Attorney, Health Care Power of Attorney, Nomination of Conservator, and Living Will. Plus a bonus document for the young adults with children out there.
For the YouTube video version, please click here: https://youtu.be/gynhFl-o4Ns