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In everything we do, we believe in challenging the legal status quo. We keep things simple, providing peace-of-mind planning and resources in plain English. We just happen to use Trusts, insurance, and other legal documents to do it. Want to work with us?

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News & Upcoming Events

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

Jeffrey Marsocci will be attending and also presenting at The Estate Planning Source conference.

A Review of Medicare Annual Enrollment and How Best to Prepare for 2020.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

We love seeing our Asheville clients. Call our office today at 828.423.0885 to schedule your appointment.

Hear From Our Clients

Jeff was very thorough. He explained things in a language we could understand. It takes a lot for Debra to trust anyone and she trusts Jeff 100%. He’s patient and takes his time. – Art & Debra S.
Jeff was very patient with all of my questions. His staff responded quickly to any and all concerns. He took me step by step through the process and I couldn’t be happier. Mike S.
“Jeff is one of those rare people who believes in doing what is right – and then does it. We could all learn a lot from Jeff.” Hal F.
“Jeff is a dedicated Attorney, persistent in the pursuit of his clients’ needs. I have found him to be extremely knowledgeable and of the highest integrity. I highly recommend Jeffrey.”—Sophia M.
“Easy, informative and an enjoyable process. We feel we’ve received excellent services and we feel that we’ve been taken care of.” Nancy A & Nancy C

Featured Videos

Video Answers to our most asked questions

Recent Posts

  • NCSU Chapter of Circle K

The Importance of Volunteering

June 26th, 2019|

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 [...]

  • Raleigh Trust Funding

The Importance of Trust Funding

June 7th, 2019|

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 [...]

  • Raleigh Estate Planning Attorney Jeffrey G. Marsocci hates when financial professionals put their own commissions ahead of their client's best interests.

Ethical Red Flags–What Has Jeff So Upset?

May 10th, 2019|

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, [...]