Estate Planning

Good estate planning starts with a good plan if you want to insure that what you worked long and hard for goes where you want it to go — quickly and cost-effectively. It’s the first step in achieving your future plans and peace of mind. We provide the best estate planning tools, guidance, and strategies to achieve your long-term goals and to safeguard your lifestyle, your heirs, and your assets against unpredictable future events and tax liabilities.

We also produce legal documents which can help you put your health care wishes into writing so there is no mistake about what you want in the event that you are no longer able to voice your own wishes.

In addition to his Care Assistance Planning practice, Jeffrey G. Marsocci serves as a national consultant to Estate Planning attorneys in 49 states and is licensed to practice law in North Carolina. For over 20 years, Jeff has developed, refined and implemented a well-designed process that works for clients. Known in the legal community for his ability to quickly analyze situations and come up with creative, effective solutions, Jeff has been a go-to resource for local attorneys who need assistance in handling the actual legal documents and work associated with Care Assistance Planning. Mr. Marsocci frequently holds seminars and continuing legal education courses for attorneys on topics related to the Life and Estate Planning field.