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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 […]

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
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
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
anonymous

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

Thank you so much for favoring me with your time and your services.

Thanks again,

Patty DeBone
Brian & Susan Krysiak

We wish to thank you and your staff for a thorough job in completing our estate plan. After working and saving for the future, it is comforting to know that plans are in place to help secure our estate for us, our son, and family well into the future.

Thank you again,

Brian and Susan Krysiak
Larry D. Leapley

Dolores,

I want to thank you for your prompt reply and development of the Attorney Opinion Letters that you sent to my real estate agent. It is a pleasure working with people who understand that client satisfaction is a priority that all firms should strive to obtain.

Thank you,

Larry D. Leapley
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.
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!

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