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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 […]

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
Janet & Bob Becker

Thank you for helping us with our estate plan. It gave us peace of mind! We enjoyed working with you.
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!
Cathi Carmany

Thank you for the letter and information you sent regarding estate plans for my brother & sister-in-law. Having worked in the Trust Banking industry for over 35 years, I appreciate all the information you included in your letter – very well done!
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
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.
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
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
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.
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
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.

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