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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 […]

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.
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
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
John & Denise Griffin

We truly appreciate all you have done for us.

John & Denise Griffin
Jim and Patty Soter

First of all I would like to start by saying how we are pleased and satisfied with the amount of professional and personal attention your staff gave us with updating our trust. Everything went very smooth and now we have no doubts. You went above and beyond to accommodate our request for appointment times and it was a pleasure getting to know the entire staff.
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
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.
anonymous

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