The Law Offices of Jeffrey G. Marsocci, PLLC

06/05/2026

Do your workout habits change throughout the year?

I try to stay consistent year-round. 💪 I'm not focused on getting a "summer body", I work out to stay strong, healthy, and energized.

I know some people step things up for summer and ease off during the colder months, which is totally understandable.

What about you? Do you keep the same routine all year, or does it change with the seasons? 👇

06/04/2026

We’ve seen situations where outdated estate plans caused:
• Assets going to the wrong beneficiaries
• Loss of protection for vulnerable heirs
• Family conflict that could have been avoided

A strong estate plan isn’t just about creating documents—it’s about keeping them aligned with your life.

If it’s been a few years since you reviewed your plan, it may be time for a check-up. https://livingtrustlawfirm.com/the-importance-of-trust-funding/

06/04/2026

🚨 One beneficiary decision can unravel your entire estate plan.

Most people are told it’s “safe and simple” to name a spouse or child directly on a life insurance policy but real life doesn’t always go as planned.

In this video, I share a real case where a client named his wife as beneficiary and his trust as contingent. It worked exactly as expected when he passed away.

Then just 40 days later, his wife died.
Because the policy never flowed into the trust, the estate plan was bypassed and the funds ended up going through probate.

This is one of the most common estate planning mistakes.

You’ll learn:
✔️ How beneficiary designations override your trust
✔️ Why life insurance can bypass your estate plan
✔️ How protections for children can be lost
✔️ The probate risks most families miss
✔️ How to properly coordinate your trust and policies

Estate planning only works when everything is aligned.

🎥 Watch the full video
https://youtu.be/KPAm9dlA3tA

There’s a reason this advice spreads so easily—it sounds simple, cl...

06/03/2026

Getting approved for Medicaid is no longer the finish line, it’s just the beginning of where things can go wrong.

More applications are being denied today not because people don’t qualify, but because small technical details are slipping through and turning into major setbacks.

What used to be a manageable process is now becoming more rigid, more complex, and far less forgiving.
And in many cases, it’s not an outright denial that causes the biggest problem, it’s the delays, the appeals, and the pressure that builds until people simply can’t keep up.

If you want to understand what’s really happening behind these outcomes and how to avoid it, watch the full video.
https://youtu.be/DLB_PlGukJs

06/03/2026

Family Limited Partnerships Explained PART 1, What You’re Not Being Told!

Are Family Limited Partnerships too risky?
Do the IRS rules make them impossible to use?
Or are they one of the most powerful tools for protecting family businesses and passing wealth to the next generation?

If you’re a family business owner, planning your estate, or curious about smarter wealth transfer strategies, this video will give you clarity and confidence to make the right decisions. Don't miss this valuable information. https://youtu.be/jIsLHFQN0WM

06/03/2026

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

06/02/2026

A single mistake in Medicaid planning can change everything.

What looks like a simple form or quick application is actually a process where timing, structure, and details matter more than most people realize.

When things are done incorrectly from the start, it doesn’t just slow things down, it can lead to denials, delays, and a much more complicated situation to fix later.

Watch the full video here:
https://youtu.be/DLB_PlGukJs

06/02/2026

Most people think estate planning is a “set it and forget it” task.

It’s not. Life changes. Laws change. Assets change. And if your plan doesn’t evolve with them, your wishes may not be carried out the way you intended. https://livingtrustlawfirm.com/

™

06/01/2026

A strong estate plan isn’t just about creating documents—it’s about keeping them aligned with your life.

If it’s been a few years since you reviewed your plan, it may be time for a check-up. https://livingtrustlawfirm.com/annual-review-meeting/

06/01/2026

BLOG: You can have a perfectly drafted estate plan… and still leave your family dealing with conflict, resentment, and chaos.

Some of the biggest estate planning mistakes aren’t about taxes or probate at all. They’re the small decisions that quietly create tension between children, delay the administration process, and spark disputes after you’re gone.

From naming the wrong person in charge, to creating sibling power struggles, to overlooking one simple step that could prevent major disagreements, these mistakes happen more often than people realize.

And the last point in this blog is one that even families with trusts commonly miss.

If your goal is to protect both your legacy and your family relationships, this is something you need to read.

Read the full blog to discover the 5 estate mistakes that can cause family chaos, and how to avoid them.
https://livingtrustlawfirm.com/5-estate-mistakes-that-can-cause-family-chaos/

Is your estate plan unintentionally guaranteeing family conflict? Discover the estate mistakes that lead to resentment and how to protect your family legacy.