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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 […]

Betsy

Dear Jerry,

With warmest thanks for your thoughtfulness to my daughter, Aimee and my grandson, Chad. We very much appreciate the discount, and helping us navigate the planning for Chad’s special needs.

Best regards,

Betsy
S. McConnachie

Thank you so much for all you’ve done for us! I’ll get our asset list to you shortly!
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
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
John & Denise Griffin

We truly appreciate all you have done for us.

John & Denise Griffin
anonymous

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

Attorney Morello, Jr. – Thank you for the presentation and information packet at our AARP Wayne County Heritage Chapter 4676 yesterday. I personally appreciated the “So you think your estate plan is current”. It is so important to keep our “Seniors” up-to-date and it takes individuals like yourself to take the time and effort to provide that.
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
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
D. Kurth

Arriving at the attorney’s office, Bev and I walked toward the door and a construction worker opened the door for us and greeted us warmly.

The scene within the room we entered reflected the kind of chaos one sees in rooms that are undergoing significant renovation. Yet, with my life being in a state of indescribable disruption, the out-of-control atmosphere of this anteroom was strangely comforting.

And the chaos of that room , rather than being disruptive made me feel even somewhat comforted in that it seemed to be saying to me, “It’s not your life alone that is in a state of confusion.”

We then made our way into the attorney’s office area – a world apart – one in which the message was: “You’re safe now.” I was given a cup of coffee, which tasted great.

This was followed by the main event as we met Keith who guided us through the protections available to us at this critical point in our lives. As I sat there between the different parts of our session, I carefully studied the architecturally rich environment in which we found ourselves. It was impossible to successfully absorb it’s richness – the aged tan bricks with their stark black crevices separating them one from another.

Our activities in that room were rapid-paced but thorough just the same and they left me with the conviction that we had come to the right place and to the right person, someone who convinced me that he cared ..
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

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