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The “Snapshot” Date in Medicaid Planning

By |October 5th, 2019|Categories: Medicaid, Senior Information|Tags: , , , , , |

[From Mr. Marsocci’s book The Long Term Care Solution]. The snapshot date in Medicaid planning is simply the date that the person entered the nursing home, and therefore is “locked in” to how their [...]

The New Retirement Strategy

By |October 3rd, 2019|Categories: Retirement|Tags: , , , , |

Younger Generations and Retirement The numbers are going in the wrong direction for a lot of people. The Boomers and some Gen Xers are planning effectively for retirement… for the most part. However, many [...]

Circle K Fundraiser Announced at Advanced Institute

By |September 26th, 2019|Categories: Circle K Club, Volunteering|Tags: , , , |

Fundraising for NC State Circle K Mr. Marsocci combined multiple roles into one at The Estate Planning Source’s Advanced Institute last month. As The Plain English Attorney, he taught two educational sessions to attorneys, [...]

Why is it Important to Consider Your Will When Going Through an Absolute Divorce?

By |September 10th, 2019|Categories: Absolute Divorce, Estate Planning|Tags: , , , |

By: New Direction Family Law When you are in the midst of a separation or divorce, your main concerns are likely your children’s well-being, how your property will be divided and how this will [...]

Protecting Generational Inheritances

By |September 4th, 2019|Categories: Estate Planning, Legal Info|Tags: , , , |

The economy is changing, wealth is shifting, and the younger generation is being left behind. That may sound like a bold statement, but it is pretty darn accurate. It’s tempting to just say that [...]

NC State Circle K Starts a New Academic Year

By |September 3rd, 2019|Categories: Circle K Club, Volunteering|Tags: , , |

The academic year is just beginning, and it’s another opportunity for my NC State Circle K International Club to shine. As many of my clients know, I am a member of the Kiwanis [...]

Reversing the Medicaid Squeeze

By |August 6th, 2019|Categories: Medicaid, Senior Information|Tags: , , , , , , , , , , |

The intricate maze of Medicaid Planning confuses even seasoned professionals if they don’t focus on this type of planning in their daily practice, and it’s easy to find differing opinions. Accountants cringe when told [...]

Law Office to Handle More Estate Administration

By |August 5th, 2019|Categories: Probate|Tags: , , , , , |

Estate Administration The worst part-time job you’ll ever have being an Executor of a loved one’s estate when they have not planned to avoid probate. For many years, our firm has worked tirelessly to [...]