The Law Offices of Jeffrey G. Marsocci, PLLC

08/28/2026

You’ve done the legal work. But does your insurance match?

If your property is owned by a revocable living trust or an LLC, your insurance policy should reflect that ownership.

Creating a trust, forming an LLC, transferring the deed, and putting the right legal protections in place takes time and money. But if your insurance policy doesn’t properly recognize the legal owner, you could be leaving an important piece of the puzzle unfinished.

Before assuming everything is covered, make sure your legal ownership and insurance structure work together.

👉 Watch the full video to learn
https://youtu.be/6RWJskB5h2k

08/28/2026

I’ve learned that if I’m heading into a conference, I like to get a really solid workout in the day before, even if I know the hotel has a gym.

Because once the conference starts, things can get busy pretty quickly. There are sessions to attend, people to meet, conversations happening everywhere, and before you know it, the day is over.

So I like knowing I’ve already gotten that solid workout in before everything begins. If I make it to the hotel gym during the conference, great! If not, I don’t feel like I’ve completely fallen off track.

It’s just one of those little things I’ve learned to prioritize because I know how easy it is for workouts to get pushed to the bottom of the list when life gets busy.

Do you make time for a workout when you travel for work, or does it usually get pushed aside?

08/27/2026

Inheritance Tax vs. Estate Tax, they are NOT the same! 💰

Estate tax = paid by the estate before anything is distributed.
Inheritance tax = paid by the person who inherits, and it depends on your relationship to them and where you live.

This year, the federal estate tax affects very few families but state inheritance taxes can still take a bite if you don't plan for them.

Watch the full video here:
https://youtu.be/nM-ELQpthGE

08/27/2026

Here’s a DEFCON-5 story.

I was assisting a married couple in their second marriage, each bringing children from previous relationships. Like many blended families, they established individual trusts to manage their assets and designate beneficiaries. They also agreed on specific terms for two properties, allowing the surviving spouse to use them during their lifetime, with the properties ultimately passing to their respective children after both have passed away. Structurally, this aspect of the plan was sound and executed properly.

However, the divergence arose in how each spouse wished to approach the rest of their estate. Read about this discussion here: https://livingtrustlawfirm.com/defcon-5-estate-planning/

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08/27/2026

Own rental property and have a Revocable Living Trust?

You may have wondered, “Should I put my rental property into my trust?”

It sounds simple, but there’s more to consider. Rental property involves two separate planning concerns: estate planning and liability protection.

A Revocable Living Trust can help with probate avoidance and continuity if you become incapacitated, but it doesn’t provide the same liability protection as an LLC or other business structure.

In this video, I explain 5 important things rental property owners should understand, plus bonus considerations around insurance, multiple properties, and Family Limited Partnerships.

▶️ Watch the full video to learn how these pieces can work together and why the right ownership structure matters.
https://youtu.be/6RWJskB5h2k

If you own rental property and have a revocable living trust, the q...

08/26/2026

Check out the latest polls on our YouTube Community page. Make sure you are signed in to YouTube in order to vote! We take these polls seriously when it comes to deciding what content to create for you. https://www.youtube.com/nclawyer/community

08/25/2026

Stop panicking over "death taxes"! 🤯

Everyone fears the federal estate tax but for most families in 2026, it's NOT the threat you think it is.

Want to know which taxes will actually shrink your inheritance if you don't plan?

I explain it all in plain English in my full video👇
https://youtu.be/nM-ELQpthGE

08/25/2026

Working hard is great, but you’ve got to take a break every now and then too. 😊

Even the Durham Bulls’ Blue Monster knows when it’s time to step away from work for a photo, catch a baseball game, and just enjoy the moment.

Recharge, have some fun, and come back ready to tackle whatever’s next.

So yes, keep working hard, but don’t forget to stop, enjoy the view, and make time for the good stuff too.

08/24/2026

BLOG: Do you want the government to write your trust?

When it comes to revocable living trusts, shorter doesn’t always mean simpler or better.

In this blog post, I explain the difference between a thin trust and a thick trust, and why the details matter more than the number of pages.

A thin trust may leave important questions unanswered, allowing state law to determine how certain situations are handled. A more detailed trust can provide clearer instructions for trustees, helping your wishes, not government default rules, guide the administration of your trust.

So, what happens when your trust doesn’t specifically address an issue? Who ends up writing the rules?

📖 Read the full blog post to learn what a thick vs. thin trust really means.
https://livingtrustlawfirm.com/do-you-want-the-government-to-write-your-trust/

08/23/2026

Most people obsess over the federal estate tax but that's NOT the tax that catches most families off guard. The real hit often comes from the taxes hidden in what you inherit like retirement accounts and capital gains and without a plan, your family keeps less than you think.

I explain which taxes to actually worry about in 2026 and how to plan around them in plain English.

Watch the full video here:
https://youtu.be/nM-ELQpthGE