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Blog Medium Image 2017-05-20T16:43:16+00:00

3 Top Reasons IT Outsourcing Enables Growth

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. --- Written by: Nikki Bolyard for American Frontier LLC When your IT network only works part-time, your full-time salaried employees produce half the work. Ouch! Yet, [...]

By | November 7th, 2018|Categories: Company News|0 Comments

Top Ten Don’ts of Medicaid Planning

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 at the bottom of the form. The case worker then turned to them and said “your application is denied.” “What do you mean? We were [...]

By | November 7th, 2018|Categories: Company News|0 Comments

A Busy October

  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 conference where Jeff lectured, and Circle K, so much so that his wife Kathy had to help with some Circle K duties. In fact, we’re [...]

By | November 7th, 2018|Categories: Company News|0 Comments

Reversing the Medicaid Squeeze

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 liquidate an IRA because they’re used to minimizing taxes. Bankers gasp when told to liquidate or just transfer CDs to an irrevocable trust early because [...]

By | October 8th, 2018|Categories: Company News|0 Comments

The “Snapshot” Date in Medicaid Planning

[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 that time. More specifically, it is the first day of the first month in which the person enters the nursing home and is not likely [...]

By | October 8th, 2018|Categories: Company News|0 Comments

Park Clean Up and Lunch with NCSU Circle K

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 clean up and beautify Raleigh’s Lion’s Park. Working in crews of three or four, volunteers spreading mulch around the park, particularly the playground and community [...]

By | October 8th, 2018|Categories: Company News|0 Comments