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.
Morello News
- Estate Planning: Beyond the Basics
January 28, 2022
Our advanced estate and tax planning practice focuses - Morello Law Group awarded prestigious award for stellar service.
February 27, 2021
Martindale-Hubbell’s new Client Champion awards - Sample HIPAA Documents
February 27, 2021
HIPAA Sample 1 allows the patient to appoint a Sole - Morello Law Group – New Ways to Serve Your Legal Needs
June 9, 2020
The COVID-19 Pandemic has been difficult for us all. - 2018 Planning for a Blended Family
March 12, 2018
As an estate planning attorney, I often work with
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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 |
Testimonials
Mark & Judy Gill
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”
Mark & Judy Gill
Betty Pingston
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”
Betty Pingston
Brian & Susan Krysiak
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”
Brian & Susan Krysiak
Scott Snyder
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
Scott Snyder
Cynthia Barnes
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”
Cynthia Barnes
John & Denise Griffin
We truly appreciate all you have done for us. John & Denise Griffin
John & Denise Griffin
Patty DeBone
Thank you so much for favoring me with your time and your services. Thanks again, Patty DeBone
Patty DeBone
Phyllis Sheridan
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”
Phyllis Sheridan
D. Anselm
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”
D. Anselm
Jim and Patty Soter
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”
Jim and Patty Soter
Noel & Sue Hernandez
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”
Noel & Sue Hernandez
Janet & Bob Becker
Thank you for helping us with our estate plan. It gave us peace of mind! We enjoyed working with you.
Janet & Bob Becker
John L.
I just wanted to say Thank You for your professionalism in preparing our “Revocable Living Trust”, you made my wife & daughter feel at ease.
John L.
Hazel Baldwin
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
Hazel Baldwin
Bridget
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”
Bridget
Dick Ramsdell
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”
Dick Ramsdell
Larry D. Leapley
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”
Larry D. Leapley
Catherine F.
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.”
Catherine F.
Jean Olds
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”
Jean Olds
Jack Forster
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”
Jack Forster
Betsy
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”
Betsy
Donna Grogg
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
Donna Grogg
Debby and Alan W.
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.”
Debby and Alan W.
Cathi Carmany
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”
Cathi Carmany
Frank and Mary Jane P.
Thank you for handling this for us. We appreciate your time and attention to all the details. Sincerely, Frank and Mary Jane P.
Frank and Mary Jane P.
Ed and Nancy
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. mathematician… Read more “Ed and Nancy”
Ed and Nancy
Melinda
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 others… Read more “Melinda”
Melinda
Anonymous
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 am… Read more “Anonymous”
Anonymous
Gwyn
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
Gwyn
Best of the Best in Estate Planning
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”
Best of the Best in Estate Planning
Diane B.
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.”
Diane B.
Industry Colleague
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”
Industry Colleague
AARP Wayne County Chapter Secretary
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”
AARP Wayne County Chapter Secretary
S. McConnachie
Thank you so much for all you’ve done for us! I’ll get our asset list to you shortly!
S. McConnachie
I. Ryniak
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 assuredly,… Read more “I. Ryniak”
I. Ryniak
D. Kurth
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”
D. Kurth