Morgan & Getzan, Elder Law & Estate Planning Attorneys - Lake City, Florida

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Morgan & Getzan: A Trusted Legal Partner for Elder Care and Estate Planning

For individuals and families navigating the complexities of aging, estate planning, and Medicaid eligibility, Morgan & Getzan, Elder Law & Estate Planning Attorneys, stands as a highly regarded resource in Lake City, Florida. Located at 234 E Duval St, Lake City, FL 32055, and reachable at Phone: 7551977, this firm provides comprehensive legal services tailored to the unique needs of seniors and their loved ones.

Specializations and Expertise

Morgan & Getzan specializes in Attorney services within the field of Elder Law. This encompasses a broad range of legal areas, including:

• Estate Planning: They assist clients in creating wills, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes and to minimize potential estate taxes.
• Medicaid Planning: A significant area of focus is Medicaid eligibility planning. They help families navigate the often-challenging process of securing Medicaid benefits for loved ones who require long-term care.
• Guardianship and Conservatorship: The firm provides legal representation in matters related to guardianship and conservatorship, ensuring the well-being and protection of vulnerable adults.
• Probate Administration: They guide families through the probate process, ensuring assets are properly distributed and debts are paid.

Accessibility and Client Experience

Morgan & Getzan demonstrates a strong commitment to client accessibility and comfort. The office is designed to be wheelchair accessible, featuring a ramp, accessible parking, restroom facilities, and designated seating. Appointments are required, and the firm strongly recommends scheduling an appointment in advance to ensure adequate time for consultation and legal preparation. They understand the importance of a comfortable and supportive environment for clients during what can be a stressful time.

Client Feedback and Recognition

Morgan & Getzan has garnered positive attention within the community, as evidenced by 31 reviews on Google My Business. The average opinion reflects a remarkable 4.5/5, indicating a consistently high level of client satisfaction. The feedback suggests a deep commitment to client care, thoroughness, and a genuine desire to advocate for their clients’ best interests. Many clients highlight the firm’s compassion, understanding, and prompt responses to inquiries.

Additional Information

To learn more about the firm’s services, attorneys, and team, please visit their website at Website: morgangetzan.com. You can find detailed information about their practice areas, attorney profiles, and client testimonials.

Concluding Recommendation

For individuals and families seeking expert guidance and support in elder law and estate planning matters, Morgan & Getzan, Elder Law & Estate Planning Attorneys, presents an outstanding choice. Their combination of legal expertise, client-focused approach, and commitment to accessibility makes them a truly valuable resource. We strongly encourage potential clients to explore their website and schedule a consultation to discuss their specific needs and receive personalized legal advice. Contact them today via their website: http://www.morgangetzan.com/

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👍 Reviews of Morgan & Getzan, Elder Law & Estate Planning Attorneys

Michael B.

5/5

My family hired Teresa Morgan and her law firm for estate planning and Medicaid application for our mother who has Alzheimer's disease. Teresa is compassionate and understanding and clearly wants the best for her clients. She is extremely knowledgeable with Elder Law and our questions were always answered in a timely manner. We highly recommend Morgan & Getzan for any estate planning needs.

Judy T.

5/5

I know this can be uncomfortable on so many levels. It's something you keep putting off and you hate discussing it. We felt the same way. Mrs Morgan had helped with a parents elder care and did a fabulous job. It gave us an idea of things we had not planned for in our lives. She introduced us to Mrs. Getzan and I'm proud to say she walked us through, hand in hand beside us. We have a peace of mind now. Thank you to all of them at this office. They get to know you and they keep up with updates etc. In other words they have great customer service.

W J.

5/5

Extremely professional firm. We worked with Roberta who spent alot of time getting to know us and members our families, all of whom live outside of FL. After we expressed our wishes, we had numerous discussions on the best way to accomplish our goals, the documents needed, and the legal impact of our decisions. Roberta continued to explain various issues until she was sure we understood the answers. Our documents were prepared accurately and provided in a professional manner. Everyone in the office is friendly and polite. Great Experience!

Cindy T.

5/5

Morgan & Getzan are the best of the best. Teresa set my trust plan up in 2009. We sit down face to face every year to review changes and keep things up to date. Teresa and Roberta are so knowledgeable and professional. Their support staff is top notch and they also deserve 5 stars. All of them are so caring, compassionate and committed to providing you the best possible outcome.

Janet S.

5/5

Teresa Morgan has assisted my parents with their estate planning and family trust development for the last ten years. We continue to be amazed at the professional advice and guidance we've received. It's certainly has been invaluable to our entire family. I highly recommend this practice.

Eleanor W.

5/5

We highly recommend this practice for thorough and comprehensive elder care and estate planning. These attorneys and their staff strive to get to know you and your family personally and keep you updated on changes in tax laws and other issues that may affect your senior years. We have confidence that when the time comes to settle our affairs they will work with our sons and make it easy to manage our estate as we designed it.

Kortney S.

5/5

Working with this firm on behalf of my grandmother, and I cannot say enough about our experiences with Mrs Getzan and the office staff! My grandmother feels so welcomed by and confident in the services she receives here. I highly recommend them for their care, compassion, and expertise!

Debbie G.

5/5

Very professional and compassionate planning based on your personal needs. The set up process is comprehensive and the entire staff helps you along the way. They encourage you to be proactive in reviewing and updating your trust plan on a routine basis. Highly recommended!