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Medicaid Estate Recovery

February 1, 2015 / news

Those who are fortunate enough to qualify for Medicaid benefits will have some or all of their nursing home care expenses paid for by Medicaid. Most seniors, once admitted to […]
Extension of many of the 2001 Tax Act provisions

February 1, 2015 / news

Once in awhile, the federal government passes a law that just plain makes sense. And as the old saying goes: if it doesn’t make dollars, it doesn’t make sense. Well, […]
Men of Achievement: GERALD M. MORELLO, JR.

February 1, 2015 / news

GERALD M. MORELLO, JR. – Turning a penchant for problem solving and a desire to interact with others into a career in law was an easy decision for Mr. Morello. […]
Estate Planning Update; understanding the new michigan trust code

February 1, 2015 / news

In the past few months, I have received many telephone calls from clients and financial advisors regarding a new law that recently went into effect – the Michigan Trust Code. […]
Asset Protection; protecting your money, now and in the future

February 1, 2015 / Uncategorized

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 […]
Tuition programs; how they can benefit you

February 1, 2015 / news

With the rising costs of higher education, the burden of sending a child to a college or university is a greater concern for more and more people. In fact, the […]
Estate planning for a blended family

February 1, 2015 / 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 […]
Tax implications: end of the year estate and tax planning

February 1, 2015 / news

Every year around this time, our offices receive a flurry of telephone calls, from clients and financial advisors alike, with questions regarding end of year estate and tax planning. This […]
Top ten list of insurance planning mistakes – and how to fix them

February 1, 2015 / Uncategorized

While acknowledging David Letterman as the master of the Top Ten List, the following is my own Top Ten List of insurance planning mistakes and how to fix them. Read […]
Challenges that business owners contend with when transitioning the business to the next generation

February 1, 2015 / news

Business succession planning, asit is typically described, contemplate scurrent ownership and leadership roles of the business entity, as well as how to transfer the ownership to the next generation and […]

Anonymous
Attorney
“I just want you to know that I have reviewed Estate planning documents for years and years and I must tell you that all through those years I am so pleased when I see the name Morello Law Group at the top of those papers. You guys have the cleanest most thorough Estate planning documents that I have ever seen. I have never had an issue with one document that has come across my desk; they always have everything they need to make them perfect.”

– An Attorney employed by a large Metro Detroit Credit Union chain
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.
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.
Industry Colleague

I’ve worked with Jerry for 14+ years and have had positive experience after positive experience. He works closely with our clients and tailors the estate planning work to achieve their objectives. Jerry is an experienced estate planning attorney. He’s professional, personal, and genuinely cares about the people he works with. I could not be happier with the work he has done for us and for our clients over the years.
Gwyn

Hi Jerry,

Thanks for your help in getting all in order. It was good to see you. It had been quite a while.

Take care!

Sincerely,
Gwyn
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
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!
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
Noel & Sue Hernandez

A note of sincere appreciation for time spent with us and your counsel. You have made what could be potentially confusing and one emotionally difficult matter easier for us. We thank you for that and for the patience of you and your staff in working with our non-conventional schedules.
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