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.
Estate Planning Update; understanding the new michigan trust code
In the past few months, I have received many telephone calls from clients and financial advisors regarding a new law that recently went into effect – the Michigan Trust Code. Many people have read or heard that the new law makes their estate plan obsolete, or may...
Tuition programs; how they can benefit you
With the rising costs of higher education, the burden of sending a child to a college or university is a greater concern for more and more people. In fact, the tuition rates for most Michigan colleges and universities have increased in excess of the rate of inflation....
Estate 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. Read the full article
Tax implications: end of the year estate and tax planning
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 year is no different. Read the full article
Top ten list of insurance planning mistakes – and how to fix them
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 the full article