Home2020-01-13T15:43:10-05:00

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?

Have a Question? Need an Appointment?

News & Upcoming Events

Join us 10 AM – 11:30 PM at The Greenway Club at Falls River, 1300 Falls River Ave, Raleigh, NC 27615

Get tickets HERE.

This seminar is a review of different senior planning options that won’t cost your life savings or leave your family bankrupt. Led by Certified Medicaid Planners(TM) Jeffrey G. Marsocci, Esq. and David Cole, VA Accredited Agent/CMP, this presentation reviews different types of care, how the Medicaid Spend Down and five-year lookback periods actually work, and several potential tools to help pay for care. There is no need to lose everything to the nursing home just to get care for a senior.

Registered attendees will receive a valuable free book as a gift, The Long Term Care Solution: The Truth Behind Today’s Long Term Care Planning Explained in Plain English (The Plain English Attorney) (Volume 4), by Jeffrey G. Marsocci.

PLEASE NOTE: Event is free, but there is a $20 cancellation fee per seat if not cancelled at least 72 hours before the event.

6:30-8:00 PM

Location: 2921 Wakefield Crossing Drive, Suite 112, Raleigh NC 27614
RSVP: FebDontGoBroke.eventbrite.com or phone 919-518-8237

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

  • Death and Taxes

Congress, President Raise Death Tax

January 10th, 2020|

In an unexpected end-of-year move, a Democratic House and a Republican Senate and President came together to impose the largest death tax increase in recent memory. The Secure Act, among other things, reverses nearly two [...]

  • Text Available for New Year's

2020 and New Year’s Revolutions

January 8th, 2020|

Just about everyone wants to set some New Year’s resolutions. I opted to push a New Year’s Revolution. I suppose it’s really just a continuation of some personal objectives I made last July to [...]