All Episodes
Episodes
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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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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