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 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