Integrity, Compassion, Dedication

Do it for yourself. Do it for those you love. Do it for peace of mind.
ABOUT US

Welcome to Morgan & Getzan

At Morgan & Getzan, we are dedicated to helping our clients, families, and community identify, capture, and protect their true wealth and pass it forward in a wise and loving manner. We limit our practice to estate planning, elder law, probate and trust administration, asset protection, and business succession planning.

LEGACY BUILDING

Legacies are the footprints we leave behind.

They prove that we lived, we mattered, and we made a difference.

At Morgan & Getzan, we believe that assets of the heart should receive as much care and attention during the estate planning process as assets of a financial nature. This philosophy is a core principle of our mission statement and explains the reason our firm refers to itself, in part, as a center for legacy planning.

Integrity

At Morgan & Getzan, we do not create “boilerplate” estate planning documents. Rather, we carefully analyze our clients’ needs and desires, and help them create a customized plan that addresses not only death, but potential mental incapacity. Through our Legacy Protection Program, we make it easy and affordable for our clients to review and update their plans regularly to reflect their current needs, desires, and any changes in the law.

Compassion

We understand the fear, confusion, and overwhelm commonly felt when faced with decisions regarding the care of one’s spouse, life partner, or aging parent. Whether you are caring for a loved one who is in the midst of a health care crisis or are planning ahead for possible future needs, you will receive compassionate guidance from the Morgan & Getzan team.

Dedication

At Morgan & Getzan, we are dedicated to making a real difference in the lives we touch. Our clients often remark that they are gratified to create plans of deep significance, not simply plans that save taxes and avoid probate. Our care for our clients, our commitment to our families, and our dedication and service to our community all reflect our belief that God calls us to be good and faithful stewards of our blessings.

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Practice Areas

Estate Planning

It is not merely for the wealthy. It encompasses financial, retirement, business succession, charitable, medical, disability, legacy, and gift planning. Unfortunately, many people fail to perform estate planning, with the result that their loved ones suffer emotional and financial hardship that could have been avoided. Others perform estate planning, but fail to recognize that without proper care and maintenance, their plan will not accomplish the objectives they desire. At Morgan & Getzan, we are committed to helping our clients create estate plans that work.
Our definition of an estate plan that “works” is one in which the client maintains control of his assets during his lifetime, provides for himself and his loved ones during any period of mental incapacity, passes his wealth in a loving and purposeful manner to whom he wants, when he wants, and the way that he wants, all while reducing the overall cost of professional fees and taxes. We are able to help our clients accomplish these objectives through a comprehensive process that results in an organized, up-to-date, effective estate plan.

Elder Law

Elder Law is a very broad field of law that focuses, primarily, on the legal needs of the elderly. It includes estate planning, but also includes the obtaining of public resource benefits to pay for long-term care needs; planning for the preservation of assets to avoid impoverishment while in the nursing home or before becoming eligible for public resource benefits; planning for mental and/or physical disability; and patient advocacy. Our extensive experience working with the elderly gives us an understanding of the real-life problems and issues that tend to occur as people age. Helping our clients and their caregivers determine the appropriate level of care, coordinating private and public resources to fund such care, and working to ensure the client’s right to quality care are all part of our practice.

Probate

Probate administration of a deceased person’s estate is typically required when the person dies with a will-based estate plan or dies without a plan at all. It is a court-supervised process, the goal of which is to ensure that the deceased person’s creditors are protected and the remaining assets are distributed to beneficiaries or heirs in the manner required by law.
Our firm has extensive experience handling both “simple” and “complex” probate administrations. We work closely with the Personal Representative (Executor) of the deceased person’s estate to ensure that the administration is handled as efficiently as possible. In addition, we are trained and experienced in facilitating the resolution of family conflicts that sometimes arise during probate administration. We do our best to ensure that the deceased person’s wishes are followed, and that the family and/or beneficiaries are relieved of the burden of worrying about administrative issues.

Trust Administration

The selection of the most appropriate entity for a business can make a big difference in successfully planning for tax avoidance and deferral...

Concerned about the health of your aging parent or loved one?

Teresa wrote her Seven Guiding Principles to Caring for Aging Parents after personally experiencing many of the heart-wrenching difficulties her clients face when caring for their own loved one. Her stories will make you laugh, cringe, and perhaps even shed a tear, but most importantly, Teresa hopes they will make you better prepared to care for your own aging loved one. Teresa wishes you and your loved one grace, good humor, and divine guidance as you travel this journey together.

Seven guiding principles to caring for aging parents


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    Concerned about the health of your aging parent or loved one?

    Teresa wrote her Seven Guiding Principles to Caring for Aging Parents after personally experiencing many of the heart-wrenching difficulties her clients face when caring for their own loved one. Her stories will make you laugh, cringe, and perhaps even shed a tear, but most importantly, Teresa hopes they will make you better prepared to care for your own aging loved one. Teresa wishes you and your loved one grace, good humor, and divine guidance as you travel this journey together.

    Seven guiding principles to caring for aging parents

    Our Blogs

    Estate Planning: Should I Divide My Assets Equally?

    Even if your children get along well, the distribution of your assets can require conflict resolution skills. Without previously experiencing any significant conflicts, even close siblings can struggle to maintain happy family relationships when settling your estate.

    Read More