Home Uncategorized Asset Protection; protecting your money, now and in the future

Asset Protection; protecting your money, now and in the future

February 1, 2015

Asset protection (a fancy way of saying methods to protect your money and assets) is something that is on everyone’s minds. I constantly find that people want to know how they can protect their money from future creditor claims.

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Debby and Alan W.

Dear Mr. Morello,

Just a short note to thank you for your help yesterday with our father’s estate. Your knowledge and expertise is a great help to us. We appreciate your kindness and will certainly refer friends and family to your practice.

Kind regards,

Debby and Alan W.
Jack Forster

Dear Jerry,

Thank you very much for all your help in guiding us through this process. I am sending you my brother’s addresses.

Please feel free to send me the bill for any costs you incur.

Thanks,

Jack
Larry D. Leapley

Dolores,

I want to thank you for your prompt reply and development of the Attorney Opinion Letters that you sent to my real estate agent. It is a pleasure working with people who understand that client satisfaction is a priority that all firms should strive to obtain.

Thank you,

Larry D. Leapley
Cynthia Barnes

Thank you for the trust and will that you provided for me. I will not hesitate to recommend your services to as many people as I can. Thank you again for everything.

Sincerely,

Cindy Barnes
anonymous

“Thank you for the work involved in updating our estate plan binder and for your patience during our move.”
Diane B.

Dear Mr. Morello,

I would like to thank you for being so patient and understanding when working with my brother, Stan. Thank you for coming to our home twice; answering all his questions; and guiding him through the process of estate planning etc. This was an accomplishment I never thought I would witness.

Your kindness, trust, warmth and professionalism spoke volumes. Your staff, working with him to provide additional information, were exemplary.

What you accomplished in two one-on-one meetings was amazing. Thank you for all you did, have done and continue to do for us. We appreciate it!

Sincerely,
Diane B.
Ed and Nancy

Dear Jerry,
Thank you for the excellent preparation of our estate plan. You and your staff were very professional and provided exceptional detail throughout the plan.

As a Ph.D. mathematician and retired corporate strategic planning executive, I have been trained to look for detail. I was skeptical that any law firm could develop a strong estate plan without taking an exorbitant amount of time in going through several drafts. Much to my surprise, your firm exceeded my expectations. Even when one of my requests required action beyond the normal process, your staff was flexible and expedient in finding a solution. My plan was thorough and customized in a reasonable amount of time. This included a quality control period which ensured that all information was covered.

Job well done!!! My wife and I will definitely recommend your firm to our family and friends.

Ed and Nancy
John L.

I just wanted to say Thank You for your professionalism in preparing our “Revocable Living Trust”, you made my wife & daughter feel at ease.
Hazel Baldwin

Dear Mr. Morello,

Our meeting with you was a very pleasant and informative one ~ also most helpful!

Thank you so much for your expertise and consideration.

Sincerely,

Hazel Baldwin
Donna Grogg

I just want to thank you all for your kindness and caring. I feel like you are more like friends than a Law Group.

Sincerely,

Donna Grogg
Scott Snyder

I sincerely appreciate your counsel and guidance with my family’s estate planning. I look forward to working with you for many years to come. Thank you.

Respectfully,

Scott Snyder

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