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Probate Roundtable Discussion
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Probate Roundtable Discussion

Estate Planning, Probate

Probate Roundtable Discussion

Colleen2021-03-30T08:14:12-05:00April 5th, 2021|Estate Planning, Probate|

Taking an estate through probate can be one of [...]

Worse Than Probate?
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Worse Than Probate?

Special Needs, Trust Funds

Worse Than Probate?

Colleen2021-03-26T12:48:18-05:00April 1st, 2021|Special Needs, Trust Funds|

Can using a trust actually be worse than probate? [...]

Welcome to the Team, Janelle!
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Welcome to the Team, Janelle!

Company News

Welcome to the Team, Janelle!

Jeffrey Marsocci2021-03-26T12:20:11-05:00March 26th, 2021|Company News|

The Law Office has a new team member? And [...]

The First Amendment: Not What You Think
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The First Amendment: Not What You Think

General Information

The First Amendment: Not What You Think

Jeffrey Marsocci2021-02-26T15:57:17-05:00March 4th, 2021|General Information|

“I do not think it means what you think [...]

Four Fatal Medicaid Mistakes ( Even With a Good Medicaid GamePlan™ )
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Four Fatal Medicaid Mistakes ( Even With a Good Medicaid GamePlan™ )

Medicaid, Medicaid Knowledge

Four Fatal Medicaid Mistakes ( Even With a Good Medicaid GamePlan™ )

Jeffrey Marsocci2021-02-26T15:35:06-05:00March 2nd, 2021|Medicaid, Medicaid Knowledge|

It has now been more than six years since [...]

Non-Profit 501c4s versus Charitable 501c3s
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Non-Profit 501c4s versus Charitable 501c3s

Company News, General Information, Tax Information

Non-Profit 501c4s versus Charitable 501c3s

Jeffrey Marsocci2021-02-26T14:40:30-05:00February 26th, 2021|Company News, General Information, Tax Information|

While I’m an Estate and Medicaid planning attorney, I [...]

This Is A Deed Scam
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This Is A Deed Scam

General Information, Tax Information

This Is A Deed Scam

Jeffrey Marsocci2021-02-01T12:18:38-05:00February 9th, 2021|General Information, Tax Information|

Unfortunately, this is now happening on a consistent basis. [...]

(Please Don’t Have A) Tax Panic Attack
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(Please Don’t Have A) Tax Panic Attack

Estate Planning, Financial Planning, Tax Information

(Please Don’t Have A) Tax Panic Attack

Jeffrey Marsocci2021-02-01T11:48:10-05:00February 3rd, 2021|Estate Planning, Financial Planning, Tax Information|

It seems that every time there is a change [...]

“Get a Trust Certification Form”=”Go Buy a Car”
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“Get a Trust Certification Form”=”Go Buy a Car”

Legal Info, Trust Funds

“Get a Trust Certification Form”=”Go Buy a Car”

Jeffrey Marsocci2021-02-01T11:13:25-05:00February 1st, 2021|Legal Info, Trust Funds|

A company CEO calls his executive assistant into his [...]

Medicaid DOES Care if you Gift $15,000
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Medicaid DOES Care if you Gift $15,000

Care Assistance Center, Certified Medicaid Planner, Medicaid, Medicaid Knowledge, Senior Information

Medicaid DOES Care if you Gift $15,000

Jeffrey Marsocci2021-02-01T11:13:36-05:00January 11th, 2021|Care Assistance Center, Certified Medicaid Planner, Medicaid, Medicaid Knowledge, Senior Information|

[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT [...]