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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 […]

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
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.
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
Diane B.

Dear Mr. Morello,

I would like to thank you for being so patient and understanding when working with my brother, Stan. Thank you for coming to our home twice; answering all his questions; and guiding him through the process of estate planning etc. This was an accomplishment I never thought I would witness.

Your kindness, trust, warmth and professionalism spoke volumes. Your staff, working with him to provide additional information, were exemplary.

What you accomplished in two one-on-one meetings was amazing. Thank you for all you did, have done and continue to do for us. We appreciate it!

Sincerely,
Diane B.
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
John & Denise Griffin

We truly appreciate all you have done for us.

John & Denise Griffin
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.
Noel & Sue Hernandez

A note of sincere appreciation for time spent with us and your counsel. You have made what could be potentially confusing and one emotionally difficult matter easier for us. We thank you for that and for the patience of you and your staff in working with our non-conventional schedules.
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

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