All Episodes
Episodes
6 Ways Attorneys Overcomplicate Estate Planning
Not all attorneys get into the legal business for the right reasons. Some even intentionally cross lines to inflate their bottom line at the expense of their clients. In this video, we review 6 ways overcomplicating...
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Medicaid 101
About 50% of the country will have some need for long term care in the future, and these statistics jump to more than 75% for at least one of a married couple.
This livestream is geared specifically for newcomers to...
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7 Reasons Premarital Agreements Implode
People who use prenups but still lose big in a #divorce probably tripped over one or more of 7 big reasons for legal failure.
In this latest podcast episode, Jeff does a full rundown of these largely #diy mistakes and...
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5 Hidden Keys to Special Needs Estate Planning
Special Needs Planning myths are abundant and persistent.
In this edition, Attorney and Certified Medicaid Planner Jeffrey G. Marsocci discusses not just 5 of the most pervasive myths but the key thinking about them...
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Legal Documents, Medicaid Planning, and Huntington's Disease
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...
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Revocable Living Trusts and Family Limited Partnerships: Coordinating Business and Estate Strategies
With investments and businesses booming over the last few years and the federal estate tax limits being cut in half in a few years, business owners are looking for ways to reduce or eliminate potential estate taxes. A...
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Who's On The Team?
When the financial and legal professionals in your life work together, it leads to better outcomes. No one person can be an expert in everything, and it is the balance of legal, financial, tax, and insurance knowledge...
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Electronic Will Signings? An Estate Planning Disaster Waiting to Happen
One of the "benefits" of the recent lockdowns (if you can really call it a benefit) is a leap in the public's technological skills in staying connected remotely. This also led people to expect to continue to doing...
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How Estate Planners Become Rockstars
It's not as simple as passing the state bar. Unfortunately, many attorneys who focus in different areas of law just assume they can handle estate planning because they downloaded some templates. However, getting the...
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5 Toxic Lawyer Schemes: How Many Estate Planning Firms Put Business Ahead of Clients?
Estate Planning attorneys are essential guides in the legal complexities, however, in the business side, the pursuit of profit can overshadow clients' best interests.
In this latest podcast episode, Jeff discussed 5...
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The ABCs of Disinheriting Uncle Sam
Married couples have a massive opportunity to protect against unnecessary taxes and to keep Uncle Sam out of their estate by using a joint revocable living “ABC” trust. But how do these subtrusts work, and how do they...
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5 Things in Every Good Power of Attorney
In this episode, we break down the essential elements of a Financial Power of Attorney. Not all POAs are created equal, and understanding these key provisions is crucial for securing your finances during challenging...
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