Medicaid DOES Care if you Gift $15,000
It’s an extremely common mistake made by families trying to handle Care Assistance Planning on their own. Mom was diagnosed with dementia, in a few years she will need nursing home care, and she [...]
The Importance of Volunteering
Too often, we get bogged down in our daily work lives that we forget that a healthy life balance should involve some giving back to our community. While I am always proud of the [...]
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 [...]
Who’s That Wednesday with Ewan
Estate Planning Attorney Jeffrey G. Marsocci interviews Ewan about what his plans are for the future.
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, [...]
Why We Like the Durham Bulls
There are always reasons to like the hometown team, but Jeff breaks down why he likes the Durham Bulls specifically and AAA baseball in general. Plus stay to the end to see [...]
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 [...]