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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 […]

Janet & Bob Becker

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

Thank you so much for all you’ve done for us! I’ll get our asset list to you shortly!
I. Ryniak

Dear Mr. Morello:
Thank you so much for the wonderful job you did for me and my family. I was very impressed. I also appreciate the discount too. Most assuredly, I will be happy to recommend your work to my friends.
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
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
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
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!
anonymous

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

News

Estate planning for a blended family

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