All Episodes
Episodes
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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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...
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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...
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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...
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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,...
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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,...
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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 episode, 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 episode is geared specifically for newcomers to the...
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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 episode, Jeff does a full rundown of these largely #diy mistakes and how they can...
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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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