Asset protection (a fancy way of saying methods to protect your money and assets) is something that is on everyone’s minds. I constantly find that people want to know how they can protect their money from future creditor claims.
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.
Northville Office 41000 West Seven Mile Road, Suite 200Northville, MI 48167 Tele: (248) 347-2950 | Fax: (248) 347-2999 |
Wyandotte Office 1800 Biddle AvenueWyandotte, MI 48192 Tele: (734) 281-6464 | Fax: (734) 281-1620 |
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 &… Read more “Mark & Judy Gill”
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,… Read more “Betty Pingston”
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… Read more “Brian & Susan Krysiak”
I sincerely appreciate your counsel and guidance with my family’s estate planning. I look forward to working with you for many years to come. Thank you. Respectfully, Scott Snyder
Thank you for the trust and will that you provided for me. I will not hesitate to recommend your services to as many people as I can. Thank you again… Read more “Cynthia Barnes”
We truly appreciate all you have done for us. John & Denise Griffin
Thank you so much for favoring me with your time and your services. Thanks again, Patty DeBone
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… Read more “Phyllis Sheridan”
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,… Read more “D. Anselm”
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… Read more “Jim and Patty Soter”
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… Read more “Noel & Sue Hernandez”
Thank you for helping us with our estate plan. It gave us peace of mind! We enjoyed working with you.
I just wanted to say Thank You for your professionalism in preparing our “Revocable Living Trust”, you made my wife & daughter feel at ease.
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
Dear Mr. Morello and Mr. Fekaris, We started many years ago with the Morello Law Group and Jerry Morello doing our trusts, estate planning and business ventures. You sat there… Read more “Bridget”
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… Read more “Dick Ramsdell”
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… Read more “Larry D. Leapley”
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… Read more “Catherine F.”
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… Read more “Jean Olds”
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… Read more “Jack Forster”
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… Read more “Betsy”
I just want to thank you all for your kindness and caring. I feel like you are more like friends than a Law Group. Sincerely,
Donna Grogg
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… Read more “Debby and Alan W.”
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… Read more “Cathi Carmany”
Thank you for handling this for us. We appreciate your time and attention to all the details. Sincerely, Frank and Mary Jane P.
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.… Read more “Ed and Nancy”
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… Read more “Melinda”
ATTORNEY
“I just want you to know that I have reviewed Estate planning documents for years and years and I must tell you that all through those years I… Read more “Anonymous”
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
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… Read more “Best of the Best in Estate Planning”
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… Read more “Diane B.”
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… Read more “Industry Colleague”
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… Read more “AARP Wayne County Chapter Secretary”
Thank you so much for all you’ve done for us! I’ll get our asset list to you shortly!
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… Read more “I. Ryniak”
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… Read more “D. Kurth”