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Episodes
10 Myths of Care Assistance Planning
There are a lot of myths surrounding the Care Assistance process, particularly when it comes to Medicaid since the program is the most complicated and skilled care is the most costly. And, unfortunately, the...
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Leveraging Taxable Assets to Boost Retirement and Estate
Too often, people blindly follow the crowd, and when it comes to retirement and building an estate, people can be leaving a lot of money on the table. Or worse, they are needlessly dumping it into Uncle Sam's pockets....
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Do Step-Children Inherit From An Estate?
This question has been popping up a lot lately, and, unfortunately, the answer is "it depends." In this podcast episode, attorney Jeffrey G. Marsocci examines inheritances with and without a written plan, what...
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Duct Tape Estate Disaster
What happens when there is no money available to pay the funeral home?
When someone uses the "duct tape solution" of beneficiary designations on all their accounts to avoid probate rather than using a revocable living...
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Getting Started with Financial Planning
When it comes to financial and estate planning, knowing how to start seems to be the toughest part. While we already have plenty of content on starting estate planning, building up that estate is it’s own subject....
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What's the Difference Between a Non-Profit and a Charity?
Many people want to help people and do good. Sometimes they start their own organizations to change the world. Eventually, the subject of forming an official non-profit or charity comes up. But which is best? What...
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Getting Started When Planning With HD
When a family is dealing with Huntington's Disease, there are a lot of planning options, choices, and corresponding consequences. It can be almost as overwhelming as the disease itself, and people can suffer from...
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Estate Planning to Avoid Inheritance Losses
Divorces are hitting a new high of about 60%, and parents are worried about their adult kids getting married. But are their solutions to protect them? In this video, attorney and author Jeffrey G. Marsocci reviews...
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Special Needs Estate Goals
When it comes to estate planning for a special needs beneficiary, there are a few main goals people should keep in mind while ignoring common misconceptions.
Taken from Jeff's book The Simple Guide to Special Needs...
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I Don’t Want My Inheritance… Now What?
When an inheritance is not wanted, certain steps can be taken to reject it, but there are things you can do and can't do. Unfortunately, there is a lot of assumptions and misinformation out there.
In this podcast...
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5 Estate Concepts People Get Wrong
Welcome to today's podcast!
When it comes to estate planning, there are a lot of myths, misconceptions, and outright falsehoods out there. We are also living in a time when people can turn off facts in favor of what...
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4 Reasons to Make a Last Will and Testament
You’re an adult, you have a lot going on, and you’re not going to die tomorrow. As far as you know. Putting together estate planning documents may be the last thing on your mind, but it shouldn’t be if you care even a...
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