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.
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.
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Recent Posts

3 Top Reasons IT Outsourcing Enables Growth

November 7th, 2018|0 Comments

Note from Mr. Marsocci: While our primary focuses are Estate and Medicaid Planning, we also have a lot of business owners are clients, and we felt this article might be of relevance to them. --- [...]

Top Ten Don’ts of Medicaid Planning

November 7th, 2018|0 Comments

Don’t Talk to the Medicaid Office. In the past, people have reported going to the Medicaid Office to “just get information.” They were then handed a form, asked to fill it out, and then sign [...]

A Busy October

November 7th, 2018|0 Comments

  October is always a busy month, especially when it comes to Mr. Marsocci’s work with the North Carolina State University Circle K. This past October was exceptionally busy between work, a seminar, a national [...]

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 [...]