The Law Offices of Jeffrey G. Marsocci, PLLC 
November 23, 2016

FIRM GETS A FABULOUS FACELIFT




Taking a Day to Spruce Up the Office

It was time. And when put to a vote, the staff response was unanimous -- our digs needed a little TLC. As many of our employees find painting to be fun and relaxing, they suggested having a painting party as a team-building event. 

Donning painters caps and shabby chic clothing, the staff took a Friday to paint the office. Stopping only for a pizza break and caffeinated drink refuel, they motored through the day -- painting, climbing, cleaning, and miles upon miles of taping -- punctuated by the occasional paint and water spill. Add a few pieces of furniture, rugs and wall art, and voila!

The result was quite impressive. Please stop by our office and check out all the changes!


         Scott used what seemed                    Cara finds painting very relaxing.
    like three miles of tape that day.                            (Who knew?)



              These shots show the finished product from all our hard work.


              Monty provided the "supervision" for the day. He even let us leave early.
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FIRM ADDS NEW FACEBOOK PAGE

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We recently launched our new Facebook page. It will contain upcoming events, estate planning news and information, posts and -- of course -- photos of Monty.

Please click here to be taken to our page. "Like" us and be entered into a  drawing to win a gift certificate to Tyler's Taproom! 



IT'S DEFINITELY DOABLE...

Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents


 
Photos courtesy of The Daily Mail
 
As a Certified Medicaid Planner™ and V.A. Certified Attorney, I am often privileged to help our clients and their families set up secure plans to shelter their assets from often crippling long- term-care costs. By setting up a series of Irrevocable Trusts and putting some or all of their assets into the Trust, our clients can potentially qualify immediately for the veteran's pension benefit -- and then in five years meet Medicaid's "lookback period" and not have to spend down their Trust assets.

Unfortunately, the trade-off when setting up these Trusts is that our clients are locking in their planning wishes and giving up control of the assets in the Trust. This can become problematic if the clients want changes down the road. After all, the Trusts were irrevocable when they were set up, so there is no way for the clients to simply make the changes and sign the updated documents because they are not the Trustees, they are not the beneficiaries, and they do not own the assets in the Trusts.

So how do we make changes to an irrevocable plan? It's a little complicated, but it is doable. 

 

PLAYING SANTA FOR SENIORS
Leah with the community drop box.
Firm Serves as Drop-Off for Donations

The 2nd Annual Stockings of Joy program is well underway. Our office is serving as a drop-off point for donated items to benefit local community elders in need of a little extra joy during the holidays.

We are collecting word search books, cards, pens, markers and small games. They will be included in 600 hand-decorated stockings stuffed with comfort items to be given out to seniors during the holiday season. 

If you would like to donate any of these items, please stop by and drop them off by December 2nd. 

Thank you!
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Our Clients Say It Best...
"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 him." --   Sophia M.
Because Everyone Loves Pictures!
 
Monty's Halloween costume that was chosen by friends and clients in a Facebook poll.



Jeff and Kathy at the North Carolina Renaissance Festival in Huntersville.

The Law Offices of Jeffrey G. Marsocci, PLLC
8406 Six Forks Road Suite 102 | Raleigh, NC 27615
3400 Sweeten Creek Road, Suite A | Arden, NC 28768

(919) 844-7993 | (828) 423-0885

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