The Law Offices of Jeffrey G. Marsocci, PLLC logo - Estate planning attorney is Raleigh and Asheville, NC
The Plain English Attorney

Launch of Free Medicaid Course

Free Medicaid Course - a multi generational family in the background - The Law Offices of Jeffrey G. Marsocci

When it comes to long term care planning with Medicaid, the federal government makes the rules confusing, convoluted, and so complex that families tend to throw up their hands in frustration and just spend everything until broke. That’s the way the government wants it. But if you know the rules, you can win the game. […]

The Ten Medicaid Planning Myths You Need to Know

10 Medicaid Planning Myths with Jeffrey Marsocci on the photo

Medicaid Planning can be much more complex than Estate Planning, and that’s because the government is paying out money rather than simply regulating a process. The hopeful truth in a horrible process is that our country is not going to simply let our seniors go without the care they need, but the government will make […]

The Snapshot Date in Medicaid Planning

The Snapshot Date in Medicaid Planning

The Medicaid Date 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 assets were arranged at that time. More specifically, it is the first day of the first month in which the person enters the nursing home and is […]

The Medicaid Squeeze Can Be Reversed

Reversing the Medicaid Squeeze

The Medicaid Squeeze 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 to liquidate an IRA because they’re used to minimizing taxes. Bankers gasp when told to liquidate or just […]

Medicaid Whoopsies vol. 1

Medicaid Whoopsies, Follow The Plan

Medicaid Planning When it comes to Medicaid Planning, there are tons of loopholes that can help a family preserve a lot of assets and have a loved one still qualify for nursing home Medicaid. On the other hand, this also means there are a lot of opportunities for people to “go rogue” and make mistakes […]

The Advanced Institute is Back

My Presentation Was On Medicaid Planning. The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the organization is holding its first […]

Click to access the login or register cheese