The Law Offices of Jeffrey G. Marsocci, PLLC

NEW LIVESTREAM COMING! As an attorney and Certified Medicaid Planner, I have worked with many clients and their families impacted by Huntington’s Disease to help them hope for the best but prepare for the worst. I hope to bring a lot of the information and experience I have gathered in an upcoming livestream focused on not just individuals planning around HD, but also their families. Join me on March 18, 2024 at 6 pm EST. Click "Attend" on the link below to get notified when we're live.?? https://lnkd.in/eeEpQezj Alternatively, you can tune in to my YouTube livestream here.?? https://lnkd.in/eRU6-GEw #medicaid #medicaidplanning #huntingtonsdisease #healthinsurance #theplainenglishattorney #estateplanning #lifeplanning #estateplanningattorney #estateplanninglawyer

A Digital Family Office is a comprehensive financial services firm that manages a client's entire financial portfolio, often under a single umbrella. These services typically come at a premium cost. In exchange, clients benefit from a team of experts, including an estate attorney, financial advisor, accountant, and insurance agent. https://bit.ly/3XdIqwR #estatemanagement #digitalfamilyoffice #ThePlainEnglishAttorney?

Work hard, play hard, right? Took a little break before the estate planning conference to hang out with friends and colleagues at Dollywood! It was the perfect way to recharge before getting into all the sessions. Who else loves mixing a little fun into their work trips? ??

A Revocable Living Trust transfers title of an individual’s or couple’s property into a trust during life and then allows that property to pass to beneficiaries without court involvement. Let us help you complete your trust today! https://bit.ly/3zY1Qrr #revocablelivingtrust #livingtrust #ThePlainEnglishAttorney? #estateplanning

A review of basic estate planning terms and concepts, part 2 of 3

PODCAST: ??? Estate Planning Basics: Understanding Key Terms & Concepts Confused about estate planning? In this episode, we break down the essential terms, documents, and how probate works—perfect for anyone just getting started! (Heads up, it’s in an AI voice while we prep some exciting things for this Fall!) ?? Tune in now to learn the basics! https://lnkd.in/ejJTq3ux

Have you explored the courses I've developed? For a small fee, you can gain valuable insights into estate planning, trust funding, and other related topics. https://bit.ly/3tbYpw7 #revocablelivingtrust #livingtrust #ThePlainEnglishAttorney? #estateplanning

Power of Attorney forms are not interchangeable. Here are five essential elements every well-crafted Power of Attorney should include. https://bit.ly/3MefCNZ #powerofattorney #POA #ThePlainEnglishAttorney?

What Should You Include in a Revocable Living Trust? Curious about whether to add bank accounts, IRAs, 401(k)s, or real estate to your revocable living trust? In this insightful session from our basic estate planning conference, Jeff breaks down the different types of assets you can include, discusses important nuances, and shares real-life examples from his practice. Don’t miss out on this valuable information! ?? Watch the full video on YouTube! https://lnkd.in/ehhNqn-w

Contrary to popular belief, a Last Will and Testament is not the sole solution for estate planning. In reality, there are three significant misconceptions about Wills that can undermine your intended estate plan. https://lnkd.in/e4QhwziM #estateplanning #wills #ThePlainEnglishAttorney?