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Is a North Carolina Revocable Living Trust Right For Me?

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“Is a North Carolina Revocable Living Trust Right For Me?” is an outline of questions to ask when weighing the pros and cons of using either a Last Will and Testament or Revocable Living Trust for your particular estate planning situation. Whether a Revocable Living Trust is right for your particular situation or not is […]

Five Divorce Disasters; How to Avoid Getting Screwed in Divorce

5 Divorce Disasters -people sitting at table arguing - The Law Offices of Jeffrey G. Marsocci

Have A “Divorce Firewall” Strategy “Five Divorce Disasters” is a review of common divorce disasters that can crush your estate plan and be avoided. A 50% divorce rate is an unfortunate statistic in our current society, and, unfortunately, many people fail to handle divorce properly resulting in a lot of unintended consequences. These negative results go far […]

Wealth Forever?!

Legacy Wealth Planning with Attorney in front of rich guy with expensive car and mansion in the background - By The Law Offices of Jeffrey G. Marsocci

Legacy wealth planning; to do, or not to do?! This blog provides a checklist of goals that can tell you whether or not a Perpetual Legacy Plan is right for you. Creating and securing perpetual wealth for a family forever is possible, but it is not necessarily for everyone. Setting up the right trusts and […]

House Deed Scam Back Again?!

House Deed Scam explained by Attorney with in front of house with words "Deed Scam!?" in the background

House deed threats and the potential risks. A false “bill” is being sent to some of our clients’ homes after they transfer their real estate into their trust. Unfortunately, some things never go away. In fact, they can get more pervasive and insistent with time. One such scam going around directly impacts my clients who put their […]

Estate Taxes Avoidable?

Estate-taxe-possibly-avoidable-Attorney with questioning look in front of curious person doing research on their laptop - The Law Offices of Jeffrey G. Marsocci

The estate tax trust planning option has the potential to save hundreds of thousands or even millions of dollars in estate taxes. What does that process look like? Pro’s and con’s outlined in this post. Irrevocable Life Insurance Trusts Irrevocable Life Insurance Trusts might be making a big comeback as a popular tool to help […]

“Don’t Frankenstein Your Trust” says Estate Planning Attorney in Raleigh, NC

Estate-planning-attorney-halloween-post-Green hand coming out of the grave with pumpkins by The Law Offices of Jeffrey G. Marsocci

Estate Planning Attorney notes that DIY changes to a solid estate plan can often cause unintended consequences or even revoke your entire plan.  “It’s alive!” Dr. Frankenstein exclaimed, watching his creation come to life. His monstrous creation cobbled together cadaver parts, ran electricity through the entire body, and came to life. This does NOT work […]

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