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2018 Planning for a Blended Family

March 12, 2018 / news

As an estate planning attorney, I often work with clients that have children from previous marriages. These blended families bring special and very important issues to the table and oftentimes […]
Trump Tax Act 2018

February 20, 2018 / news

On Dec 22, 2017, President Donald Trump signed Tax Legislation into law which was the first major overhaul of the U.S. tax system in 30 years (“The Trump Tax Act”). […]
Estate Planning for Digital Assets

November 13, 2017 / news

Having a comprehensive estate plan in place is vital in maximizing your assets, ensuring the private and efficient transfer of property to your beneficiaries, and giving you the peace of […]
Estate and Special Needs Planning for Disabled Individuals

October 2, 2017 / news

If you are an individual with a special needs child, or other disabled loved one, proper estate and special needs planning with an experienced attorney is vital to ensure that […]
MLG Welcomes Summer Intern Scholars!

July 10, 2017 / news

Morello Law Group, P.C. is pleased to welcome the following Summer Intern Scholars: Nick Bourlier, Morgan Kloosterman, Gabrielle Morello and Cassidy Tynan. The Summer Intern Scholars will be responsible for […]
Ten things to consider when hiring a construction contractor

June 23, 2017 / news

Hiring the wrong construction contractor can become a disaster on several levels. However, even hiring the right contractor under the wrong terms can likewise become a major problem. Over the […]
Planning for a Blended Family

March 10, 2017 / news

As an estate planning attorney, I often work with clients that have children from previous marriages. These blended families bring special and very important issues to the table and oftentimes […]
2017 Estate, Gift and GST Tax Exemptions

January 15, 2017 / news

Pursuant to IRS Revenue Procedure 2016-55, the 2017 Estate, Gift and GST Tax exemptions are as follows: A. Estate Tax The maximum Estate tax rate will be 40%. I.R.C. §2001. […]
Tax Planning: Update for Business Owners

January 6, 2017 / news

We just completed a long, tumultuous presidential election, and the only thing that remains certain still is death and taxes. To a great extent, we do not know if and […]
Medicaid: An overview of benefits planning

October 28, 2016 / news

As an experienced estate planning and elder law attorney, I regularly assist clients who are preparing to incur the significant costs associated with receiving adequate medical care for our senior […]

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
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
Dick Ramsdell

Dear Jerry,

Many thanks for your thorough and professional approach to the review of Betty and my Wills and Estate Plans. We are extremely pleased that Nick had developed a working relationship with you and could recommend you to us.

Your work is now the largest document on my book shelf. I had no idea that Betty or I were worth that much effort. Seriously, thank you for that effort. Drawing up these kinds of final arrangements correctly can make so much difference in the lives of one’s survivors. Betty and I truly appreciate the caliber of your work.

Thank You Again!
Frank and Mary Jane P.

Thank you for handling this for us. We appreciate your time and attention to all the details. Sincerely, Frank and Mary Jane P.
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
Catherine F.

Dear Ron,

I would like to thank you for representing me over the last several months. Your care and professionalism made a difficult situation bearable and I can’t imagine having anyone better…

Please accept this certificate as a small token of our appreciation. We hope you and Sue will enjoy an evening out.

I am grateful to have met you and have you as my attorney.

Sincerely,

Catherine F.
I. Ryniak

Dear Mr. Morello:
Thank you so much for the wonderful job you did for me and my family. I was very impressed. I also appreciate the discount too. Most assuredly, I will be happy to recommend your work to my friends.
Bridget

Dear Mr. Morello and Mr. Fekaris,

We started many years ago with the Morello Law Group and Jerry Morello doing our trusts, estate planning and business ventures. You sat there patiently and let Dave reminisce his many life experiences. I assure you our family did not listen as patiently as you did; they only rolled their eyes and said “there he goes again.” You seemed to know just what to say when advising him on what to do and what not to do. He listened to your advice as we well know most of the time!! He liked the way you treated us and I’m sure you treat most of your clients as family. You and your staff were always there for us and if we had a question, you or your staff had an answer for us or went and found the answer we needed.

Well it’s been three years since Dave’s death. He always said “when something happens to me, call Jerry Morello,” and I did. That’s when my three year journey began with the help of Morello Law Group. On the day of Dave’s visitation, I turned around and Jerry was standing next to me. What a pleasant surprise. He took the time to drive sixty miles to pay his respects to Dave and our family. That’s what is so special about this law firm. Jerry, that’s why Dave respected you so much and thought the world of you. After Dave’s death and the many legal problems that loomed over me, like I said, Dave didn’t always take good advice. Jerry introduced me to George Fekaris, feeling I needed his expertise with upcoming matters. He was right. George has comfortably taken me through many difficult legal challenges. The many personal decisions, court appearances and trust changes were all made easier because of your caring concern and help. I always felt whatever the outcomes were, good or bad, they would be easier to accept because of your hard work and keeping me well informed of their progress. I always felt your genuine concern for me. Again, as your clients must feel.

It’s hard to know where to begin thanking you for all that you have done for me. I only wish Dave could have known you George. He would have really liked your work ethics and personality. He was a very tough guy but a very gentle giant with a big heart.

Again, thank you so much for all your kindness, concern and generosity. I’m sure there will be a time in the future that I will need your help again. Hopefully not too soon. So until then, life has been good.

Sincerely,

Bridget
Mark & Judy Gill

We’re pleased to have our Estate Planning in place and appreciate the professional yet personal manner in which it was accomplished. We can unequivocally recommend your services.

Sincerely,

Mark & Judy Gill
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
Best of the Best in Estate Planning

My wife and I have been clients of Jerry Morello and the Morello Law Group for over 25 years, starting with the setup of a basic trust to most recently the creation of a complex and comprehensive special needs (ongoing) trust. Jerry and his law firm have been outstanding in every aspect in helping us with all our trust and estate needs. Their expertise, integrity, understanding, sensitivity, knowledge, experience, professionalism, etc. is so evident whenever dealing with them. We are so impressed and thankful for the peace of mind they have given us, from what we feel is the best possible trust for our very unique needs. We consider them to be the Best of the Best in estate lawyers.

Dennis & Mary