Resources – Page 2 – Morgan and Getzan

The Way to Really Show You’re Thankful for Family

The holidays are coming up on us quickly. Before we know it Thanksgiving and Christmas will be here, rushing us straight into the New Year.

Valuable Lessons from the Prince Estate

The late Prince Rogers Nelson’s estate continues to make national news. Unfortunately, the reasons for this publicity are not positive and should serve as a strong cautionary tale for anyone who does not yet have good, state-specific estate planning in place. While Prince’s failure to plan provides many valuable lessons, I believe the following two are the most important.

I Just Want a Simple Will by Teresa Morgan

“I just want a simple will.” As an attorney who has for the past twenty years focused a large part of her practice on estate planning, I cannot begin to count the number of times I have heard that statement from a new or prospective client.

Who Gets Grandma’s Yellow Pie Plate?

Personal belongings often have special meaning for individuals and family members. Planning to pass on such items — treasured wedding photo, Grandpa’s fishing tackle box, or a well-used yellow pie plate — can be challenging, and may lead to family conflict.

4 Smart Ways to Leave a Legacy

Give to charity Another way to leave a legacy is by contributing money or the equivalent to a charitable cause that reflects your values.

Don’t Neglect to Plan for your Digital Assets

If you’ve made a will, your loved ones will get many of your tangible assets — your car, house, stereo and family heirlooms. But what about your digital property — email accounts, online stock options, photo-sharing sites, even your iTunes profile?

5 Steps for Digital Estate Planning

A will is essential — and these days it should include all your online accounts. The new Google Inactive Account Manager feature can also be a useful tool.

Providing for Your Pet’s Future Without You

Knowing that pets usually have shorter lifespans than humans, you may have planned for your animal friend’s passing.

What Joan Rivers Just Taught Pet Lovers About Estate Planning

The death of comedienne Joan Rivers has left millions of fans mourning her loss. The acclaim is sincere: In her arena, the 81-year-old Rivers was a master whose career spanned half a century and represented a huge step forward for women in comedy.

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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