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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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News & Upcoming Events

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

Jeffrey Marsocci will be attending and also presenting at The Estate Planning Source conference.

A Review of Medicare Annual Enrollment and How Best to Prepare for 2020.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

Hear From Our Clients

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.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
“Easy, informative and an enjoyable process. We feel we’ve received excellent services and we feel that we’ve been taken care of.” Nancy A & Nancy C

Featured Videos

Video Answers to our most asked questions

Recent Posts

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Protecting Generational Inheritances

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The economy is changing, wealth is shifting, and the younger generation is being left behind. That may sound like a bold statement, but it is pretty darn accurate. It’s tempting to just say that [...]

  • Nurse and senior woman on Medicaid

Reversing the Medicaid Squeeze

August 6th, 2019|

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 [...]