Grid 2017-05-20T16:43:14+00:00

The Importance of Trust Funding

By | December 4th, 2018|Categories: Company News|

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

By | December 4th, 2018|Categories: Medicare|

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

By | December 4th, 2018|Categories: Medicaid|

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 [...]

A Busy October

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

  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

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

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 [...]

Park Clean Up and Lunch with NCSU Circle K

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

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 [...]