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

The Importance of Trust Funding

December 4th, 2018|0 Comments

Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just having the [...]

4 Things to Understand About Medicare

December 4th, 2018|0 Comments

Medicare can take time to fully understand. There are lots of options and it can seem a bit intimidating at first. When nearing retirement age, it is a good time to start looking into Medicare. [...]

Don’t Talk to the Medicaid Office

December 4th, 2018|0 Comments

Rule 1: Don’t Talk to the Medicaid Office. One of the most important pieces of free advice we give people all of the time is to never talk to the Medicaid Office, especially if you [...]

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. --- [...]