Managing Assets in a Family Irrevocable Trust
Medicaid Planning is one of the most complicated areas of law and finances, and things have to be done exactly right to take advantage of the loopholes found in the 200,000+ rules and regulations. However, [...]
NCSU Circle K Wins Majority of District Awards
There’s nothing more satisfying than seeing hard work pay off, especially when the accolades are for the people you coach. Late last month, the students of NC State University Circle K work with [...]
Jeff Volunteers with the Triangle Esports Championship
Kathy and I had a great time volunteering at the Triangle Esports Championship this past weekend, helping out our good friend Jatovi McDuffie who was organizing the charity event. This was the first [...]
Co-Trustees Means Multiplying the Work, Not Spreading it Around
“In the twenty-three years I’ve been practicing law, it has never, ever, ever seen co-anything workout,” I end up telling my clients. That’s a pretty bold statement, but it is absolutely true. I [...]
Law Office Hires New Legal Assistant
The Law Offices of Jeffrey G. Marsocci, PLLC is proud to announce the hiring of DeJah Debon as our new Legal Assistant. DeJah will be creating the first drafts of legal documents, assisting with [...]
A Volatile Financial Landscape
The New Year has started with a lot of financial uncertainty, and the one thing people shouldn’t do is simply sit back and do nothing. That is, unless that’s what a competent financial [...]
New Year, New Jeff?
I hope everyone enjoyed the Holidays and are getting a great start to the New Year. As with many people, I have also made some changes for the New Year. I wouldn’t necessarily [...]
The Importance of Trust Funding
Many of our estate planning clients have chosen to use a Revocable Living Trust as a way to avoid probate of their estate as much as possible when they pass on. Unfortunately, just [...]
4 Things to Understand About Medicare
Medicare can take time to fully understand. There are lots of options and it can seem a bit intimidating at first. When nearing retirement age, it is a good time to start looking [...]
Don’t Talk to the Medicaid Office
Rule 1: Don’t Talk to the Medicaid Office. One of the most important pieces of free advice we give people all of the time is to never talk to the Medicaid Office, especially [...]