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.
“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.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
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Cashing Out Life Insurance May Be Selling An Asset Short

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Durham Bulls Open 2018 Season as Champions

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With April comes baseball season and Mr. Marsocci’s passion for the Durham Bulls. Coming off a tremendous season of winning the Triple-A National Championship by defeating the Memphis Redbids 5-3 last September 19, the [...]

Reverse Mortgage and Credit Line Landmines

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Getting older isn’t always fun, and sometimes the “golden years” are appropriately named because it costs a lot more “gold” just to get by. Sometimes seniors find themselves not having enough income or resources [...]

You Need This International Health Insurance When Abroad

November 27th, 2017|0 Comments

The Care Assistance Center has partnered with GeoBlue to offer our clients a way to have the right international health insurance for peace of mind when traveling.