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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.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
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Recent Posts

Don’t Forget to Revise Your Estate Plan After a Divorce

September 28th, 2016|0 Comments

Tom sat staring at the phone. He hated lawyers. Ever since his divorce, he learned to hate all things legal. Well, except for his own attorney. She had done the best she could to protect [...]

Does My Revocable Living Trust Need a Tax ID Number?

September 21st, 2016|0 Comments

As long as both people who set up a revocable living trust (RTL) are still alive you don’t need a separate tax ID number. Using a social security number from either party who owns the [...]

The Mentoring of a Next-Generation Attorney

September 16th, 2016|0 Comments

In July, our legal assistant, Kayou Lee, received an email from an inquisitive ninth grade homeschooler with an unusual personal request. Fourteen-year-old Alyce from Henderson County always wanted to be in law enforcement, and recently [...]

Countable, Non-Countable and Exempt Assets in Medicaid Planning

September 14th, 2016|0 Comments

[From The Long Term Care Solution by Jeffrey G. Marsocci] I meet with people all of the time who have loved ones that will need skilled nursing care, but, like deer caught in headlights, they [...]