All Episodes
Episodes
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
How Do You Fund a Trust?
Funding a trust is critical to avoiding probate. Just having a revocable living trust is not enough. In this episode, admittedly with AI voice, we review the chapter of Estate Planning Basics on trust funding to give...
View Episode
Who Qualifies for Medicaid?
Medicaid is one of the most effective, and most needed, programs when it comes to caring for seniors and our most vulnerable citizens. So who exactly qualifies for Medicaid? There are 4 main tests you must meet in...
View Episode
How to Avoid Probate
When it comes to Estate Planning, many people want to avoid the probate court process and not leave a paperwork nightmare as their legacy. But not all methods of avoiding probate are equal. In this episode, we'll...
View Episode
First Steps After Huntington's Disease Diagnosis
Diagnosed with Huntington's Disease... What Now?!\
When someone is diagnosed with Huntington's Disease, it impacts the whole family. Not only because others in the family are more likely to be diagnosed in the future,...
View Episode
Will or Trust?
Which is better, a Last Will and Testament or a Revocable Living Trust?
In this episode, we go 10 rounds in the ring to find out which estate plan is the heavyweight champion. We’ll cover the punch by punch scorecard,...
View Episode
