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Estate Planning

Don’t disinherit your grandchildren by mistake!

Are your legal documents incorrect and out of alignment with your financial plan? Did you include per-stirpes or per-capita for more planning opportunities for your beneficiaries? As a holistic financial planning firm, we collaborate with you and our estate planning attorney to take the confusion out of your retirement plans. We make sure that your plans are aligned correctly, that you have the understanding you need to be confident in your plans, and that you avoid the costly mistake of probate later in life.

Jeffrey G. Marsocci graduated from Hofstra University with an undergraduate degree in Business Administration, 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, and his office was honored by the City of Raleigh with the 2011 Human Relations Business Award.

In addition to working in his life and estate planning practice in Raleigh and Asheville, NC since 1996, Jeff is the author of The Anti-Probate Revolution, Estate Planning for Domestic Partners, The IRA Trust and other life and estate planning books found on Amazon.com. Jeff 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.

Henry W Abts III is a graduate of USC and the Stanford Graduate School of Business. He is a noted economist with an impressive background as a financial consultant to individuals and corporations since 1971. For years, he was a registered principal and chairman of H.W Abts & Associates, a registered Investment Advisers Firm.

Abts is a nationally recognized authority on The Living Trust and has given more than three thousand seminars on wealth preservation. He has dedicated the better part of his life educating people about one of the most crucial and beneficial concepts to family wealth planning— The Living Trust. In 1982, he founded The Estate Plan, a corporation dedicated to bringing the finest Living Trust Documents within financial reach of everyone.

As an opponent of probate, he wrote the book The Living Trust, first published in 1989 and updated again in 1993, 1997 and again in 2002. The Living Trust has sold upwards of a million copies and is considered the standard in the industry. Concerned with the questions that can arise regarding settlement of these Living Trusts, he published How to Settle Your Living Trust in 1999.

Leann Fitzgerald

Administrative Assistant

Leann joined the firm in 2020. She has over 10 years of hospitality and administrative experience and attended Appalachian State University.

In addition to being Theresa’s right hand woman, Leann is one of the first points of contact for new and existing clients. It is important to her to provide each person with a great experience, and she achieves this through genuine client interactions and assisting with behind-the-scenes happenings that help the firm grow and keep the office running smoothly.

Outside of work Leann loves to spend time with her husband John and their two dogs, Simon and Bonnibel. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.