All Episodes
Episodes
Basics of Trust Funding--Part 2 of 2
One of the biggest problems in estate planning is client who want to avoid probate get a revocable living trust... and then fail to fund their trust the right way.
In this recorded session from a basic estate planning...
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Basics of Trust Funding--Part 1 of 2
What should go into a revocable living trust?
Do bank accounts?
IRAs and 401ks?
What about real estate?
In this recorded session from a basic estate planning conference, Jeff reviews the different types of assets with...
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Fund Your Will?
Does your will ACTUALLY control your estate?
The answer is not as simple as it may seem, and it matters whether or not the asset ends up in probate.
In this podcast episode, Jeff reviews how different assets need to...
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Just the FAQs
A review of basic estate planning terms and concepts, from definitions, different types of documents, and how things work with probate. (Sorry, this one is in an AI voice because we're working on some big things for...
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Professional Medicaid Planning Failures--Part 2 of 2
Losing the house to the nursing home?
Having to go to court for Mom's guardianship because Dad died?
Losing everything the parents worked for because *both* parents now need Medicaid?
And realizing all of these...
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Professional Medicaid Planning Failures--Part 1 of 2
Losing the house to the nursing home?
Having to go to court for Mom's guardianship because Dad died?
Losing everything the parents worked for because *both* parents now need Medicaid?
And realizing all of these...
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8 Ways to SAVE Money Gifting to Charities
In this interview with Mike Brooks of Safe Asset Financial, Jeff discusses 8 specific techniques around Planned Giving that can benefit the giver, their family, and charities all at the same time.
The rundown of the...
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5 Ways Medicaid Attorneys Destroy Families By Failing to Plan Ahead
Unfortunately, it is all too common that attorneys who help clients qualify for Medicaid completely fail to plan for contingencies with the family, even when the client is asking to make sure their assets are saved...
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3 Nasty Secrets About Wills
There are many attorneys who are happy to just “go with the flow,” and dole out a Last Will and Testament for their clients when asked. After all, the general public expects that that all they have to do is create a...
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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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