January 8, 2024 – Morgan and Getzan

Baby Boomers: Inheritance Conversations With Your Children

Not talking to your adult children about their inheritance comes at a cost. Do what you can to manage expectations for adult children as they forge their financial plans. Knowing their general inheritance situation can change their decision-making process and lead to better outcomes.

Report: The Current and Future State of Estate Planning

In a survey published this past fall, more than 1,000 participants aged 18 to 99 shared insights on their estate plans – or lack thereof. In fact, more than half said they have not consulted an estate planner regarding a trust or will.

New Year’s Resolution: Get That Estate Plan Done

Visiting an attorney to get your estate plan done is one New Year’s resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick.

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.

What our clients are saying

Sam and Karon V.

Among the many benefits of doing our estate planning with Morgan Law Center is their Legacy Protection Program. We have been clients of the firm for many years and have made a point of visiting Teresa annually to review our plans. Because we have had the freedom to tweak our plans each year, they reflect our current decisions based on today’s circumstances. And, due in large part to Teresa’s compassionate interviewing skills, we have created plans that promote our core values and give us great peace of mind. Teresa has always been fair, trustworthy, and extremely helpful to us. To put it plainly, she’s terrific!

Gwendolyn J.

They are awesome. They helped us with our dad and elder care, we knew very little and they helped a great deal. Thank you so much for your caring and compassion when we needed it most.

Judith A.

I was treated in a friendly, professional manner. I learned a lot from all of them, and feel confident in the results.

Timothy S.

Couldn't ask for a better experience! Teresa and her staff are knowledgeable, professional and friendly. I needed help establishing Medicaid for a loved one. Morgan Law Center helped us protect her assets and enroll her in Medicaid. They walked with us through the entire process and were available to answer any and all questions. They not only worked with me, but also developed a relationship with my loved one to assure her comfort and that her desires were being met. I highly recommend them if you need help protecting your loved one's assets and moving them to Medicaid. I am so happy I chose this firm. Our results were better than I ever could have imagined!

Betty D.

After the death of my husband, I was so thankful that my husband and I had chosen Morgan Law Center for our estate planning. The firm was not only efficient, but caring and compassionate as well. It was a blessing to have our legal and financial affairs handled in such a loving and professional manner. This allowed much needed time for our family to spend together remembering and honoring our loved one. It was a relief for the weight to be taken off of our shoulders.

Sandy F

Teresa Morgan’s knowledgeable, practical, and timely assistance was invaluable during a most stressful time of transition in my mother’s life. Teresa was always ready to listen and her guidance made my mother’s move to long-term nursing home care as smooth as possible.

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