Ethical Red Flags–What Has Jeff So Upset?
Not all financial advisors are ethical. One severe case ticked off Jeff enough to do a video about how some financial professionals look out for themselves at the expense of their clients, [...]
Who’s That Wednesday? with Joey Plutro
Estate Planning Attorney Jeffrey G. Marsocci interviews arborist Joey Plutro of Advance Tree and Shrub. Joey is the person you call if you want to make sure that your yard, trees, and [...]
Who’s That Wednesday? with Pamela Wimbush-Cady
Raleigh Estate Planning Attorney interviews Pamela Wimbush-Cady of First National Bank about how she provides personalized service to her clients.
Jeff’s OutRaleigh Comments
Attorney Jeffrey G. Marsocci discusses equal rights at OutRaleigh, including progress (and setbacks) of equal rights, current legislation, and even the rights of the bullhorn preachers that show up at Pride events. [...]
NCSU Strategic Planning Weekend
While Jeff is a lawyer and Certified Medicaid Planner, he spends a lot of time with the students of NCSU Circle K. Here Jeff talks about the annual weekend planning the coming [...]
Jeff Marsocci talks estate planning in plain English with Wallace Pierce Law
Learn why he’s passionate about asset protection - and find out if he’s ever snuck a beer into the Durham Bulls stadium. Attorney Jeff Marsocci joined Jared Pierce of Wallace Pierce Law on the [...]
Have We Taken On Too Much? By Faith Nager
As parents age, their children often find themselves taking on tasks that their parents used to manage. These things can include driving them places, managing the inside and outside of their homes, assisting them [...]
Three Reasons NOT to Gift Real Estate to Children
With the rising cost of long-term care, families are starting to look more and more at planning for Medicaid to handle those costs. Unfortunately, this has led to a lot of ad hoc transfers [...]
Strategic Planning Weekend a Success
From April 5 through April 7, Mr. Marsocci conducted the annual Strategic Planning Weekend with the new board of North Carolina State University’s Circle K Club. From 7 pm Friday night through Sunday at 1 [...]