In everything we do, we believe in challenging
the legal status quo. We keep things simple, providing
peace-of-mind planning and resources in plain English.
We just happen to use Trusts, insurance, and other legal
documents to do it. Want to work with us?

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Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
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Recent Posts

Reversing the Medicaid Squeeze

October 8th, 2018|0 Comments

The intricate maze of Medicaid Planning confuses even seasoned professionals if they don’t focus on this type of planning in their daily practice, and it’s easy to find differing opinions. Accountants cringe when told to [...]

The “Snapshot” Date in Medicaid Planning

October 8th, 2018|0 Comments

[From Mr. Marsocci’s book The Long Term Care Solution]. The snapshot date is simply the date that the person entered the nursing home, and therefore is “locked in” to how their assets were arranged at [...]

Park Clean Up and Lunch with NCSU Circle K

October 8th, 2018|0 Comments

A few weeks ago, Attorney Jeffrey G. Marsocci and Office Assistant Mackenzie Patton worked with the North Carolina State University Circle K, members of the Kiwanis Club of Raleigh, and other Kiwanis Family programs to [...]

How to Qualify for NC Medicaid in 4 Steps

September 7th, 2018|0 Comments

Many individuals feel like Medicaid is for low-income individuals who can’t afford their medical costs. But, Medicaid is something that we have all paid into all of our working life, and when it comes time [...]