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Special Needs Trust
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Special Needs Trust

Special Needs

Special Needs Trust

Jeffrey Marsocci2020-07-28T13:22:36-05:00July 31st, 2020|Special Needs|

Do You Need a Special Needs Trust? [...]

Real Estate in Revocable Living Trusts
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Real Estate in Revocable Living Trusts

Estate Planning

Real Estate in Revocable Living Trusts

Jeffrey Marsocci2020-07-28T13:20:01-05:00July 30th, 2020|Estate Planning|

Dealing with Real Estate in Revocable Living [...]

The 800-Pound Gorilla in the Room
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The 800-Pound Gorilla in the Room

Company News

The 800-Pound Gorilla in the Room

Jeffrey Marsocci2020-07-28T13:15:13-05:00July 29th, 2020|Company News|

Our office has a new mascot with a very [...]

Scam Alert – Deed Scam
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Scam Alert – Deed Scam

Company News

Scam Alert – Deed Scam

Jeffrey Marsocci2020-07-28T13:23:34-05:00July 28th, 2020|Company News|

Deed Scam! Unfortunately, this happens every few [...]

Choosing an Age of Inheritance
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Choosing an Age of Inheritance

Estate Planning, Financial Planning

Choosing an Age of Inheritance

Jeffrey Marsocci2020-06-30T09:05:39-05:00July 7th, 2020|Estate Planning, Financial Planning|

Over the years, many of my clients have had [...]

Post- SECURE Act Generational Planning
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Post- SECURE Act Generational Planning

Retirement, Tax Information

Post- SECURE Act Generational Planning

Jeffrey Marsocci2020-07-08T09:14:13-05:00July 2nd, 2020|Retirement, Tax Information|

The SECURE Act passed in late 2019 dumped a [...]

Jeff Launches The Plain English Legal Podcast
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Jeff Launches The Plain English Legal Podcast

Care Assistance Center, Certified Medicaid Planner, Estate Planning, Podcasts

Jeff Launches The Plain English Legal Podcast

Jeffrey Marsocci2020-06-30T09:05:52-05:00June 30th, 2020|Care Assistance Center, Certified Medicaid Planner, Estate Planning, Podcasts|

The Plain English Legal Podcast™ In order more fully [...]

Security Against the SECURE Act; Webinar Invitation
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Security Against the SECURE Act; Webinar Invitation

Financial Planning, Tax Information

Security Against the SECURE Act; Webinar Invitation

Jeffrey Marsocci2020-06-01T16:02:28-05:00June 1st, 2020|Financial Planning, Tax Information|

Something many financial professionals agree on is the SECURE [...]

Special Peace of Mind Estate Plan Offer
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Special Peace of Mind Estate Plan Offer

General Information

Special Peace of Mind Estate Plan Offer

Jeffrey Marsocci2020-06-10T14:46:59-05:00May 12th, 2020|General Information|

In recent weeks, we have come across [...]

Perspectives of a 92-Year-Old Economist
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Perspectives of a 92-Year-Old Economist

Guest Blog

Perspectives of a 92-Year-Old Economist

Jeffrey Marsocci2020-06-30T09:06:01-05:00May 12th, 2020|Guest Blog|

Here I am at 92 still learning important lessons. [...]