Company News

Fall Season Brings Reflections

It’s that time of year again… a flood of articles in newsletters that begin with “It’s that time of year again.” But, seriously, this Fall marks a few milestones for the Marsoccis as well as some new opportunities. It was ten years ago that Jeffrey and Kathleen Marsocci created the third Kiwanis Young Professionals Club in the world, and it now stands as the oldest Kiwanis Young Professionals Club in the world still in existence. It is also the time when they started working with the Kiwanis sponsored leadership program Circle K at NC State, and met some amazing friends that are still with us today.

Planning Provides Choices

“Estate Planning is the passing on of assets from one generation to the next.” That’s the polite definition. Another definition is “Estate Planning is the processes taken and documents created to ensure your family, friends, and loved ones aren’t set adrift on a bleak and stormy ocean of argumentative indecision, financial ruin, and endless bureaucratic night terrors because you didn’t have the right documents in the right place at the right time.”

Prop 8 Ruling on Hold but Many Marriage Rights Already Available

While marriage equality in California is once again on hold pending appeal, many of the rights domestic partners associate with marriage remain available through private, legal planning. The right combination of a trust, powers of attorney, and a domestic partnership property agreement can provide partners with rights superior to those provided by a state marriage certificate.

How Much Does a $99 Will Cost?

Many times a $99 Will costs a lot more than 9,900 pennies. Going through an online service to create your Last Will and Testament may save time and money up front, but the cost later can be devastating to the family. And often irreversible.

Human Rights Campaign North Carolina Gala

The Law Offices of Jeffrey G. Marsocci, PLLC is pleased to announce that attorney Jeffrey G. Marsocci and his wife and Client Services Director Kathleen Marsocci have agreed to be co-chairs of The Human Rights Campaign North Carolina Gala Dinner scheduled for February 26, 2011 at the Raleigh Convention Center

The Perpetual Family Legacy Strategy Unveiled at National Conference

On July 20, 2010, The Law Offices of Jeffrey G. Marsocci, PLLC unveiled a new estate planning strategy at The Estate Plan’s annual Advanced Institute in Reno, NV that can provide a family’s descendants with perpetual wealth forever. The Perpetual Family Legacy Strategy™ uses a combination of trusts in conjunction with life insurance to magnify wealth generation, after generation, after generation, without any time limit.

Henry W. Abts III (1929 – 2010)

If you are truly fortunate in life, you will get to personally know someone who is a visionary leader. Someone who sees a wrong and, no matter the cost, steps forward to right that wrong. A person who believes and brings others to believe in a dream that can merge opportunity, efficiency, and excellence. But [...]

Outsourcing Non-Legal Estate Planning Functions

Probably more than any other area, solo and small firm attorneys are looking to “outsource” as much estate planning work as cost-effectively possible. That is while still complying with ethical rules, the law, and the commitment to their clients. In larger firms where other areas of law pick up the slack, this is not as [...]

Choice

A frog was hopping along a dirt road when he came to a fork. He could choose to go to the right or left, but he was not sure which way to go. He consulted countless other frogs, and most told him to take the road to the right since it led to a big pond with lots of lily pads, plenty of flies, and lots of other frogs. But it was a longer path to get to a pond, and it would take a little more hopping to reach the destination.

Empowering Parents

During this time of great excitement for many college-bound students, parents are wrapped up in paperwork for the school, getting things ready for their child to move, filling out paperwork for student loans, tuning up cars, and filling out even more paperwork still. Unfortunately, this is also the very first time that some parents realize that their child is a legal adult, and many of the decisions and permissions they had regarding their child’s health and financial well-being have disappeared.

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