The Law Offices of Jeffrey G. Marsocci, PLLC 
December 13, 2016


Pilgrimage to Williamsburg
 
As told by Kathy Marsocci
 
How do you end a hectic year? You go to Colonial Williamsburg for Christmas! 
 
Jeff, Monty, and I have made it our annual tradition. Colonial Williamsburg does a great job of making the holiday special. There are Christmas Wreath walking tours, holiday plays, and many, many  holiday-only events.
 

"Soldiers" at the ready. Ready, aim, fire!
 
Our favorite event is the firing of the guns and the community tree lighting ceremony on Christmas Eve. For 30 minutes the cast fires three cannons and five muskets while the band marches. Since this is done at sundown, the community tree lighting ceremony is next. The Kiwanis Club of Williamsburg co-sponsors this event with the Colonial Williamsburg Foundation.

The speeches are limited, the community carols are fun, and it all ends with the lighting of the tree and a candlelight celebration.

Enjoying the crowds singing Christmas carols while waiting for the tree lighting. 


Can't forget Monty. He was with us on Christmas Day. The weather was beautiful and Monty had a chance to walk around. He received tons of attention from the visitors and cast alike. His favorite part was climbing the fence while we waited for our tour of the horse stables.


Monty hitching a ride on Jeff's back.


By the time Christmas day was over we were ready to head back to Raleigh and relax in our bed. The rest of our vacation seemed to follow
a familiar holiday verse...

The Marsoccis were nestled all snug in their beds,
While visions of Monty danc'd in our heads,
And me in my jammies and Monty in Jeff's lap, 
Just settled our brains for a long winter's nap.
 
... followed by two days of binge-watching Netflix. 


New Year's Resolution:
Update Your Trust



Many legal documents -- including Trusts -- are not static. There are things that need to be routinely done to ensure that your documents don't become out-of-date and no longer reflect your wishes and circumstances.  
 
During the past year have you... 
  • Bought a home? 
  • Purchased or updated an insurance policy?
  • Become affected by any legal changes that might affect your estate plan?

  • Had Any new additions or deaths in the family?

  • Had any financial changes in 2016?

If you answered yes to any of the above, then your Trust needs to be updated!
You need to know when new rule changes apply in order to take full advantage of them by keeping your Trust reviewed and updated every year. Changes would include... 
  • New tax laws. 
  • Charity and gift exemptions.
  • Changing financial markets.
If any of these changes have occurred, then your Trust needs to be updated!
 
If you haven't done so, NOW is a good time to transfer all new assets properly into the Trust and to review the transfer paperwork if you have added a new retirement account, bank account, home purchase, or had a beneficiary change. 

Please call our office today at (919) 844-7993 and schedule some time with us to ensure that your Trust is current. After all, you spent good money to get the Trust, shouldn't it always reflect what you want?


Turning 65 -- Medicare Must-Knows
 

Medicare is great insurance, it just has a few holes and gaps


By Mike Brooks 
with The Care Assistance Center
 
 

Turning 65 this year? Congratulations and welcome to what I call the Mountain of Medicare!

If you are within six months of your 65th birthday you're probably starting to receive a newsstand of information from different insurance companies marketing health plans and supplements. A small shredder should suffice in negating this overload of information, or if you have a fireplace you'll be warm for the winter.

To keep things simple: Medicare has Part A for hospital insurance and Part B for doctor and medical insurance. You are entitled to Part A for free if you have been paying into the system for 10 years or 40 quarters. Part B comes with a premium and varies based on income. Most people new to Medicare will pay $134 per month or $402 per quarter in 2017.


Cancellation Policy

 

When we schedule follow-up meetings with our clients, you become our sole focus during your time with us. 
 
We make that 90-minute appointment time unavailable for others who wish to meet with us and spend time preparing well in advance of your visit.  Therefore, if you are unable to keep your scheduled time, we kindly request that you inform the office 48 business hours prior to your appointment.  
 
No-shows or rescheduled appointments not made before the 48-hour period prior to your appointment will be charged a cancellation fee if we are unable to fill that appointment time.
 
 

Our Clients Say It Best...
"Jeffrey is a very strategic thinker, bringing years of experience to the table and willingness to help that is not very often found in an accomplished professional as himself. His dedication and efforts have enlivened the work that we have completed together. He would be valuable asset to any client or group that chooses to work with him." -- Nicholas  B.

Because Everyone Loves Pictures!

Ginsburg and Brandeis are enjoying their new, larger Jacuzzi-for-two. 

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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