Posted by Kathleen
I met Atty. Joseph Morana several years ago. I knew he worked with people who wanted to put their property into a trust. Originally I believed that trusts were meant for wealthy individuals who had huge stock portfolios, mansions, etc., which meant I did not need to think about a trust. After listening to Atty. Morana, I realized I was mistaken, that because I owned a house, a car, and had some savings, I needed to make sure that it would go to the people I cared about, rather than let it be tied up in legal technicalities. He patiently answered all my questions (I had a lot) and explained very clearly what I could do. Atty. Morana made what I originally thought was a scary, complicated process quite doable. It has brought me a great deal of peace of mind, knowing that my wishes will be carried out after I am no longer here.
Posted by Dawn
My husband lost everything in his divorce that he had worked his whole life to save. It was devastating. By hard work and cutting corners, we were able to get another nest egg started. We had Wills made and were certain that everything was protected. We were wrong. We had not thought of death taxes and probate. If anything happened to one or both of us, our assets could be tied up in court for years, leaving nothing to look after our four children.I heard Joe Morana give a presentation about estate planning and realized we needed his expertise to protect our children and our assets. One of our biggest concerns was David’s ex-wife having control over funds allotted to his children. Joe explained how the children’s inheritance could be protected by way of a trust. We also have one special needs child whose inheritance would have had to be spent in its entirety before the state would help him. Joe also showed us how to prevent that from happening….The process was very easy. Joe explained everything in detail and answered all our questions. It was a tremendous weight off our shoulders to know that everything we worked so hard for would be protected, our children’s inheritance would go to them and they would not be subjected to the tedious process of probate.Now that it’s all done we breathe easier. We are comfortable and confident in our future and our children’s futures. Thanks for making that happen, Joe!
Posted by Tyler
I am remarried to a man who was also married before. We both have children from our prior marriages. We wanted to plan for our future with wills, and all the necessary documents, but we were confused. Should we leave our money only to ourselves and exclude our children? Was it even possible to exclude the children? How to ensure fairness to both sets of children if one of us died before the other? Needless to say, we were confused and didn't know where to begin understanding our options. Attorney Morana was a Godsend. He was so patient and calm; he explained all our options and made us feel like we mattered to him. I could tell he truly cared; and he was an absolute gentlemen. I now refer all my friends to Attorney Morana.