Timeline

/Timeline
Timeline2017-05-20T16:43:14+00:00

November 2018

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. --- [...]

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 [...]

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 [...]

October 2018

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 [...]

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 [...]

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 [...]