INSIGHTS
News & Client Information
Stay informed with the latest news and valuable insights from Morello Law Group, P.C., providing clients with essential updates and expert guidance on legal matters, financial planning, and more.
VA Benefits: Unlocking the 4 Vital Requirements
4 Minute Read The U.S. Department of Veterans Affairs ("VA") offers needs-based pension benefits for a qualifying veteran or the widow or widower of a qualifying veteran who may need assistance with living and care costs. In many situations, a veteran may qualify for...
2025 Overview of Medicaid and Long-Term Planning
This is a 12 minute read– don’t have time?
Celebrating 20 Years of Excellence: Lee Suiter, Assistant Vice President
We are thrilled to celebrate a remarkable milestone at Morello Law Group! Lee Suiter is commemorating her 20th anniversary with us, a journey marked by dedication, exceptional leadership, and significant contributions. Since joining us in 2004, Lee has made an...
Honoring 20 Remarkable Years with Pamela McLaughlin
We are honored to celebrate Pam’s 20th anniversary with our firm. Pam has been a cornerstone of our team, often being the first point of contact for our clients. Her friendly and professional approach has left a lasting impression on everyone who interacts with our...
Estate Planning: Beyond the Basics
Our advanced estate and tax planning practice focuses on asset protection for you and your family, efficient wealth transfer to your beneficiaries and charitable endeavors, and estate tax reduction techniques.
Sample HIPAA Documents
HIPAA Sample 1 allows the patient to appoint a Sole Agent in descending order. The highest ranked individual will have access to the patient’s medical records. Download Sample 1 here HIPAA Sample 2 allows the patient to appoint Co-Agents (for example: parents) who...
Morello Law Group – New Ways to Serve Your Legal Needs
The COVID-19 Pandemic has been difficult for us all. However, it also provided us at Morello Law Group an opportunity to focus on improving the ways in which we serve our clients so that we may continue to meet your legal needs. We evaluated what was working well, and...
Planning for a Blended Family
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 present challenges to develop a proper plan. When we work with married...
Morello Law Group Awarded Prestigious Award for Stellar Service
Martindale-Hubbell’s new Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to...
Trump Tax Act 2018
On Dec 22, 2017, President Donald Trump signed Tax Legislation into law which was the first major overhaul of the U.S. tax system in 30 years (“The Trump Tax Act”). The Trump Tax Act significantly impacts the Estate, Gift and Generation Skipping Transfer (“GST”) Tax and the Annual Gift Tax Exclusion for all persons starting in 2018.