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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 […]

Melinda

Dear Mr. Morello,
Thank you and your staff for all the time and attention put into creating my estate plan. You may be certain I will recommend you to others as I greatly appreciate you consideration.
God Bless and Best Wishes!
Sincerely,
Melinda
Phyllis Sheridan

Thank you very much for handling my trust. I have been wanting to do this for some time. I feel much better about the way things are set up.

Thank you again,

Phyllis Sheridan
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!
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
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.
Jean Olds

I would like to take this opportunity to thank your law office in helping me to fulfill my mother’s wishes in the distribution of her estate per her wishes.

All my best to everyone –

Jean Olds
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.
Betty Pingston

I want to thank you for making the process of my Estate and Tax Planning quite painless. I look forward to working with you again if the need arises.

Sincerely,

Betty Pingston
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
D. Anselm

Again, thank you so much for all you and your staff have done to help us. I have told many friends and family about you and your practice and staff, not only about your level of expertise, but about your kindness. Continued success!

Sincerely,

D. Anselm
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.

News

Tax implications: end of the year estate and tax planning

Top ten list of insurance planning mistakes – and how to fix them

Challenges that business owners contend with when transitioning the business to the next generation