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Testimonials

…today my Dad, brother and I met with [Atty.] Joe to discuss my Dad’s estate. My Dad was under the impression that his house was protected from Medicaid if God forbid he had to go in to a nursing home. The problem was the trust was made 35 years ago and nothing was put in it! It was a shock to my Dad that nothing was protected. Joe spent 2 hours with us reviewing my Dad’s documents and assets. My Dad finally asked, ‘Joe, what would you recommend and do?’and Joe spelled it out crystal clear. My Dad said ‘then let’s do that.’ We all are so relieved and have great confidence that everything is taken care of. This experience has really kick-started me to make sure all my documents are in order and to establish a trust. Yes,it costs more money to establish a trust than just having a will. But the investment is priceless. Don’t be shortsighted on this. I highly recommend Joe and really appreciate the thoroughness and kindness he displayed in handling a delicate topic such as the death of a loved one. Thanks Joe, get ready for more referrals!
Dr. Deborah Fudge, Methuen, MA
…the process of organizing and finalizing my Will had been a daunting and overwhelming task. Joe Morana was able to listen empathically and take this burden off my shoulders.He was able to streamline the process with his knowledge base, and practical no-nonsense approach. In addition, I appreciate his ongoing availability for questions in the aftermath of the finalization of this process.Thank you, Joe!
Dr. Jayan Marie Landry M.S., A.R.N.P., Andover, MA
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!
David and Dawn Pease, North Andover, MA
…for years we have been talking about putting a Will together to put our affairs in order. Every time we would start, something always came up that would put this process on the back burner. After a conversation with our financial advisor, it was suggested that we should sit down with an Attorney to start the process. Our advisor gave us the names of a couple of Attorneys who practiced Estate Planning. We contacted Attorney Morana. We told him what we wanted to do. He patiently listened to us and explained the process, including Wills versus Estate Planning. We have a special needs child and he further explained how we should protect him when and if something happened to both of us. He explained how all of our assets would be protected for our survivors. Something we feared was explained in a way that put us at ease. Joe’s unique style put everything into perspective. We will always be grateful that we met and worked with Attorney Morana. When we were finished it was as if a weight had been lifted off our shoulders…
Ed and Eileen Guy, Methuen, MA
…we knew it was important to have a Living Trust, but all our previous attempts trying to understand the legal details and best options for us had failed…everything was just another language for us!
We met Joe, we visited him at his office; he listened to us and took the time to understand our real needs. Then he explained to us in a very simple, but really comprehensive way, our options. We had several opportunities to talk to him and ask questions until it was absolutely clear for us, what was our best option. Then Joe took care of everything! He provided all documentation and all expected results on time, as promised and with high quality. We definitively recommend Joe to anybody that is looking for an expert lawyer that is a gentleman and works always thinking in what is best for his clients
Ernesto and Adriana Aycardi, Andover, MA
…I would recommend Joe Morana to anyone who has not yet done estate planning. I contacted Joe because I needed to protect my assets from legal claims, including Medicaid, that might be filed in the future against me or my two sons. He explained the best options and answered all my questions. I now feel confident that my assets are protected, and that both my sons will be provided with an inheritance after my death. Joe Morana is very competent and goes out of his way to explain things...
E.R. Worcester, MA
…We came to Joe after a bad experience working with another lawyer. Working with Joe was a real delight. He was always upbeat, his explanations were very clear, he listened well and he incorporated our requested edits effectively into the documents. But most important for us: his expertise and attentiveness to our needs gave us the confidence that we had missed in our previous attorney. As a result, we would happily refer friends and family to Joe Morana…
A.S. and D.A., Needham, MA
…I was overwhelmed with admitting a relative into the nursing home and unprepared to deal with the family home and assets she had worked so hard for over the years. All I knew was the nursing home was working fast at trying to get my signature on documents that were beyond my comprehension when I believed I was just enrolling her into Mass Health. I needed immediate professional help. Her financial planner introduced me to Joe Morana and he stopped me from making some devastating mistakes right away. If your family needs a fighter, I recommend Joe. He’s there for you…
Leslie Brunaccini, Medford, MA
…after years of procrastination regarding a will, my husband became ill, and we were compelled to finally address the issue. We’ve never needed the services of a lawyer, (just lucky, I guess) and didn’t know where to start. Our financial planner recommended Joe Morana, and we couldn’t be more pleased. He’s personable, reachable and very adept at translating legalese into terms ordinary people can understand. We’re glad to have found him, and would highly recommend his services…
Karen Merriam, Franklin, MA
…Joe has been very helpful to my family in setting up an estate plan. He had to prepare the plan quickly and there were multiple parties involved, but he took the time to explain the process each step of the way. Joe is trustworthy, professional, and approachable. I recommend him for all family law needs…
C.F., Andover, MA
…we have two small children whose future we wanted to provide for, but were not sure which route to take. We were anxious to get this done. Attorney Joe Morana helped ease our concerns that we had not yet put our affairs in order. He provided us with guidance and options on all matters relating to the estate planning for our family. He was extremely patient with us during the entire process; he is courteous, professional and very responsive. We now feel at ease knowing that our children will be provided for as we intend. Attorney Morana was a pleasure to work with and we highly recommend him…
M.P. and M.P., Everett, MA
…having two children under the age of 4, we were anxious to get our estate in order. We were particularly anxious to ensure our children’s needs were met if we both passed away suddenly and to ensure our children would be raised with the Guardian we selected. Joe walked us through the entire process. He met with us on weekends, came to our hometown to meet, and answered numerous questions that we had. Joe made a complicated process fairly simple to follow. With our estate now in order, we are much more relaxed. We also know we have a trusted partner in Joe and are confident he will meet all our future estate planning needs…
R.F. and K.F., Melrose, MA
…I am a divorced woman with 2 grown children. We emigrated from Europe 16 years ago for my ex-husband’s job. Since we are not U.S. citizens and the law differs in every country I wanted to make sure that in case something happens to me that my children are taken care off. I didn’t know who to go to and luckily somebody I trust referred me to Mr. Morana. I contacted him to make an appointment to discuss my situation with him. He immediately gave me the feeling I came to the right address. He explained everything in a way that I easily could understand. He was very friendly and went out of his way to do some research [on estate taxes issues] for non-citizens. I started the process of setting up a living trust. I’m really happy I got to know him and I definitely would recommend him to my friends or anyone who is looking for an attorney that specializes in that type of law. Now I really have peace of mind…
G.V. North Andover, MA
…I am a widow who went to Joe Morana for my Will and other documents. I’m glad I found him, because he was able to point out some serious shortcomings in my old Will that was done by a generalist attorney. He updated everything for me, and now I feel much more confident that I am protected. He explained everything to me in a way that made sense and that I understood. I now have peace of mind that my affairs are in order and that my children will inherit my house and other assets. I absolutely recommend Joe Morana to anybody who wants a real expert to handle their planning. I have recommended him to my sister, my friends and more recently my children…
Winthrop, MA
…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? 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 gentleman. I now refer all my friends to Joe…
J.M., Salem, MA
…I consider Attorney Morana to be a friend and esteemed colleague. In the time I have known him, Joe has exhibited an unparalleled expertise in the area of estate planning here in the Commonwealth of Massachusetts. His superior knowledge, outstanding professionalism and sincere compassion is what separates Attorney Morana from everyone else. For these reasons, and many more, I endorse this lawyer without exception…
Kyle Guy, Esq. Haverhill, MA
…Joe is a tremendous resource in the areas of Elder Law and Asset Protection Planning. He is meticulous and very detail oriented. I would recommend him highly…
Justin Peltier, Esq., Merrimac, MA
…I have known Attorney Joseph Morana for more than 20 years. In all that time, in whatever endeavor he directs his energy, he has achieved superior results. Since Joe became a lawyer, I have without reservation, referred clients to him for their Estate Planning needs. I also consult with Attorney Morana for estate planning issues for which I am not equipped to handle, or just need clarification. The feedback from referrals is a resounding appreciation for the professionalism, knowledge, and attention to clients needs and concerns that Attorney Morana devotes to each matter. It is an honor to endorse Attorney Morana…
James Kinder, Esq., Dover, MA
…Joseph is an extremely knowledgeable and effective advocate for families particularly in the areas of special needs, estate planning and elder law. He is an active member of the legal community. He is well-respected, well-liked and a highly-regarded special needs and estate planner in the Andover area…
John Kimball, Esq., Lynnfield, MA
…Attorney Morana’s disciplined and compassionate approach to problem solving and attention to detail is an invaluable asset to any client. What makes him stand out is his compassion for others. I recommend him without hesitation to anyone in the Melrose or metro Boston area in need of estate planning, special needs planning, probate or elder law services…
Adam Phipps, Esq. Melrose, MA
…excellent in special needs planning, estate planning, elder law and probate. Honest, trustworthy and responsive. A true gentleman and family man as well…
Craig Miles, Esq., Houston, TX
…Attorney Morana is a practical, knowledgeable and passionate advocate with substantial experience. He clearly represents his clients with integrity, commitment, and legal acumen. I endorse attorney Morana with enthusiasm…
Alex Moskovsky, Esq., Methuen, MA