The Law Offices of Jeffrey G. Marsocci, PLLC

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The Law Offices of Jeffrey G. Marsocci, PLLC The Law Offices of Jeffrey G. Marsocci, PLLC is dedicated to helping our clients avoid problems before they happen. As The Plain English Attorney (TM), Mr.

Marsocci also creates educational content around legal issues in an easy to understand format.

BLOG: What happens to your retirement accounts when you die? And will your loved ones receive the inheritance the way yo...
10/19/2026

BLOG: What happens to your retirement accounts when you die? And will your loved ones receive the inheritance the way you intended?

Your Will may not control who inherits your retirement accounts. In many cases, the beneficiary designation takes priority and that could mean your loved ones receive the money without the protections you carefully planned for them.

From naming beneficiaries directly to using a Revocable Living Trust or a specialized IRA Trust, there are different ways to structure your retirement assets to help protect your family’s future.

But how do you balance tax considerations with protecting your inheritance from creditors, lawsuits, or even a future divorce?

📖 Read the full blog to through the link in the comment!

10/18/2026

Your employees still need their paychecks. Vendors still expect payment. Loans, taxes, insurance, and other expenses don't simply stop because the business owner has passed away.

But if ownership and legal authority become tied up in probate, access to business funds could be delayed, leaving employees and operations in a difficult position.

If you operate without an LLC or corporation, the complications could be even greater.

▶️ Watch the full video "What Happens to an LLC or Corporation When the Owner Dies?" on my YouTube channel to learn why estate planning is essential for business owners and how planning ahead can help protect your business and the people who depend on it.

Check out the latest polls on our YouTube Community page. Make sure you are signed in to YouTube in order to vote! We ta...
10/18/2026

Check out the latest polls on our YouTube Community page. Make sure you are signed in to YouTube in order to vote! We take these polls seriously when it comes to deciding what content to create for you.

10/16/2026

Your Business Is an LLC or Corporation. Does That Mean It Avoids Probate? Not Necessarily.

Many business owners assume that forming an LLC or corporation automatically protects their business from probate. But there's an important detail you shouldn't overlook: who actually owns the business shares or membership interests?

If those interests remain in your individual name when you pass away, they may have to go through probate, potentially delaying the transfer of ownership and creating complications for the people left to manage the business.

▶️ Watch the full video "What Happens to an LLC or Corporation When the Owner Dies?" on my YouTube channel to understand how business ownership and estate planning work together and what you can do to help prepare your business for the future.

No Co-anything!Many believe that appointing co-trustees or co-executors is the fairest option. However, this often leads...
10/16/2026

No Co-anything!

Many believe that appointing co-trustees or co-executors is the fairest option. However, this often leads to delays, disputes, resentment, and prolonged family conflict.

In this video, we will explore:
• Why co-roles in estate planning commonly fail
• The complications shared authority can cause
• Real-life stories of families hindered for years by indecision
• Hear about more reasons on my YouTube video ⬇️

Losing weight has its limits. Looking at this guy and his dog, I think they may have taken it a little too far!There’s a...
10/16/2026

Losing weight has its limits. Looking at this guy and his dog, I think they may have taken it a little too far!

There’s a difference between getting healthier and losing more weight than you need to.

With Halloween coming up, how do you keep yourself from eating too much candy and “Monster Cereal” this time of year? 🎃 Do you have a strategy for enjoying the treats without going overboard, or do you just rely on willpower?

What works for you?

Wouldn't you prefer to write your own trust, not the government? Over a decade ago, I participated in a nearly three-hou...
10/15/2026

Wouldn't you prefer to write your own trust, not the government?

Over a decade ago, I participated in a nearly three-hour continuing legal education session focused solely on the 187 amendments to trust law from the previous year.

While this may seem significant for estate planning attorneys, it turned out to be one of the most tedious and perplexing legal sessions I've ever attended.

I'll tell you why in the comments.

10/14/2026

Did you know that putting your retirement accounts into a living trust doesn't automatically mean you'll get the best tax outcome?

A living trust can offer valuable protection for your loved ones, but specific federal tax rules determine how retirement account benefits can be distributed over time. The wrong approach could mean missing out on important tax advantages.

▶️ Watch the full video "Who Inherits Your 401(k), IRA & Retirement Accounts After Death?" on my YouTube channel to learn why the type of trust you choose matters and what to consider when planning your family's inheritance.

We can discover problems with your estate plan today, while you can still fix them,You spent thousands on an estate plan...
10/14/2026

We can discover problems with your estate plan today, while you can still fix them,

You spent thousands on an estate plan. You signed the documents, put them in a nice binder, and assumed everything was taken care of.

But what happens when someone actually reviews that trust and finds that it may not accomplish everything you thought it would?

Check out my YouTube Podcasts for more information ⏬

™

Check out the latest polls on our YouTube Community page. Make sure you are signed in to YouTube in order to vote! We ta...
10/14/2026

Check out the latest polls on our YouTube Community page. Make sure you are signed in to YouTube in order to vote! We take these polls seriously when it comes to deciding what content to create for you. https://www.youtube.com/nclawyer/community

Address

8406 Six Forks Road, Suite 102
Raleigh, NC
27615

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19198447993

Website

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