What You Must Know BEFORE Creating an Estate Plan
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Don’t let the hard work of building your assets vanish because of poor planning. Doing your homework BEFORE doing your estate planning means the difference between a plan that works and the government deciding where your estate goes.
What You’ll Discover In This eBook
You’ll get everything you need to make an educated, informed decision about planning your estate, and when you should seek professional help.
The Most Important Tips
- How to spot “Trust Mill” scams trying to sell you the products you don’t need.
- Why using canned on-line forms can have serious, unintended consequences for your estate.
- How to avoid having your assets tied up in probate.
- How to choose an experienced Estate Planning attorney – and how to spot generalists who might not design a solid plan for you.
Hundreds of people have turned to Jeffrey G. Marsocci
for guidance on their family’s estate.
What They’re Saying…
“With my mother’s accident and succeeding critical and long term care, I needed help getting her legal affairs in order. Jeff and his staff made a tough, emotional time much easier. Now that Mom has passed on, I can see we avoided a lot of traps, and settling her affairs will be quick and inexpensive. I definitely recommend Jeff and his office for life and estate planning work.”
Mike S., Raleigh
“Jeff stepped up to the occasion providing estate planning services and legal counsel to a good friend of mine and his family during a sensitive time. Jeff’s professionalism and prompt service truly made a world of difference and I can only imagine the amount of time and money that he was able to save them, an invaluable service.”
Brian W., Durham
“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., Cary
“Jeff had thoughtful, knowledgeable answers to all the concerns we brought up. He was just so calm, so steady, so patient. Our lives are so wobbly and difficult with all that is going on with us, and it really felt good to have someone who knows the whole situation and can be supportive, not just in saying words like some people do, but in helping us through some important things that we need to work out.”
Berta H., Raleigh
$200 Estate Strategy
My name is Jeffrey G Marsocci and I’ve been helping families plan their estates for more than 20 years.
I’m offering this free Report because not everyone needs an estate planning attorney – but whether or not you do, you should know what to look for and what to watch out for.
We begin our relationship with an Estate Strategy Session. This way, we make sure that any estate plan you have meets your family’s goals. After this session, you can choose to have the plan created by our firm, or any other competent attorney.
About the Author
Estate Planning doesn’t need to be as complicated as some attorneys make it out to be. We speak and work in Plain English.
Mr. Marsocci graduated from Hofstra University with an undergraduate degree in Business, and two years later earned his law degree from the same school. He also earned a Certificate Degree in Non-Profit Management from Duke University in 2004, was the Alumni of the Month for Hofstra University in June of 2013, and his firm was honored by the City of Raleigh with the 2011 Human Relations Business Award. Mr. Marsocci also became a Certified Medicaid Planner™ in 2014, a certification granted by the CMP™ Governing Board*.
In addition to working in his Estate Planning, Estate Administration, and Care Assistance Planning practice in Raleigh, NC since 1996, Mr. Marsocci is the author of numerous books including The Plain English Attorney: Estate Planning Basics, The Plain English Attorney: The Long Term Care Solution and other estate planning books found on Amazon.com. Mr. Marsocci frequently holds seminars for clients, financial advisors, and other attorneys on topics related to the Life and Estate Planning field as well as developing and presenting continuing legal education courses for attorneys and life insurance agents. Mr. Marsocci is a member of the North Carolina Bar Association, the Wake County Bar Association, and the National Italian American Bar Association. He and his wife Kathleen live in Raleigh, North Carolina and work with various charitable and non-profit groups including the Human Rights Campaign and Kiwanis. Both are recipients of the President’s Call to Service Award through the Points of Light Foundation for completing more than 4,000 hours of service during their lifetimes.
* Certification is granted based upon a qualified candidate demonstrating a mastery of the skills and knowledge of the subject matter. To achieve certification, a CMP™ must meet certain education and/or experience requirements, show proficiency in Medicaid Planning through a thorough examination, and commit to adhere to the highest in professional standards. A CMP™ also subjects himself or herself to discipline by the CMP™ Governing Board. A Certified Medicaid Planner™ is not necessarily an attorney, so this designation is not governed or regulated by any state bar association.
(919) 844-7993 or
8406 Six Forks Road
Raleigh, NC 27615
As with any product, it is important to be clear about its intended purpose and use to avoid any misunderstandings. Specifically with writings about legal issues, it is noted that these materials are not a substitute for competent legal counsel. The contents of this site are instead written to provide information about common estate administration problems faced, and it is designed for general educational purposes only. The contents of this report, book and site are not to be construed as legal advice, and no attorney-client privilege exists between the reader and the author and/or publisher. In addition, laws change frequently, and therefore you also are urged to speak with an attorney about changes in the law that may affect you.
Circular 230 Disclosure: To ensure compliance with requirements imposed by the Internal Revenue Service, unless specifically indicated otherwise, any tax advice contained in this communication (including any accompanying literature) was not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties or promoting, marketing, or recommending to another party any tax-related matter addressed herein. For specific legal advice, you are urged to contact an attorney in your state or jurisdiction.