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.
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 HIPAA Sample 2 allows the patient to appoint Co-Agents (for example: parents) who both...
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.
Estate Planning for Digital Assets
Having a comprehensive estate plan in place is vital in maximizing your assets, ensuring the private and efficient transfer of property to your beneficiaries, and giving you the peace of mind that your wishes will be carried out and your family provided for after your passing…
Estate and Special Needs Planning for Disabled Individuals
If you are an individual with a special needs child, or other disabled loved one, proper estate and special needs planning with an experienced attorney is vital to ensure that you are able to maximize the services and resources available to your loved one.