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20 Feb, 2020 by Amy
It is a huge relief to get your affairs in order and to know things are in place for your family. We appreciated Joe Morana's thoughtful approach. He thoroughly explained our choices and made what we thought was complicated and overwhelming very simple. This is a service that every family needs not just the very wealthy. I highly recommend Attorney Morana.
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07 Feb, 2020 by Tony
Joseph Morana is an incredibly thorough attorney whom I had the pleasure of dealing with some years ago. His methodical approach to Estate and Special Need Planning has helped me greatly and allowed me to survive a period of disability in a much better position. I find him personable, helpful, considerate, and empathetic. He really does not miss a thing, and I highly recommend him to anyone. My next step is to finalize a will and I look forward to sitting down with Joe and getting this done, and I know it will be done properly so I do not have to worry.
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07 Feb, 2020 by Eric
Joseph Morana is absolutely encyclopedic when it comes to estate planning. Any concerns my family and I had were addressed like he had dealt with them a hundred times before but with sensitivity, realizing that it was all new to us. I recommend without reservations.
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31 May, 2017 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.
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11 Feb, 2017 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!
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25 Apr, 2015 by Brendan
Kevin was a fantastic resource and kept me in the loop at all times. I would highly recommend him to anyone. I look forward to working with him again in the future.
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17 Sep, 2024 by Michael caras
Eric Pacy and Colby Macdonald along with their team are top notch! They have completed closings for dozens of my clients in the pass and they always make it a smooth and timely transaction. Their availability and efficient communication is above and beyond. Thank you!
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10 Sep, 2024 by Ryan richards
Kayla was very helpful and very responsive! And the closing was made easy with everything explained clearly
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05 Sep, 2024 by Josh lopez
I had the pleasure of working with Eric and Kayla on two deals, one contingent on the sale of another. Eric and team did a fantastic job with communication, and assisting in the close on a challenging situation with multiple delays. I look forward to working with them in the future.
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29 Jul, 2019 by T. michael sullivan
The best firm in the area hands down. Not a factory like some Real Estate firms. You get the personal attention you deserve.
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27 Feb, 2019 by Jim kelley
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04 Aug, 2017 by Ann marie pattavina
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