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Estate Planning & Consulting Practice Group Without a strategic plan for managing wealth, the disposition of the results of your hard work is determined by the state, and not by you - the person who accumulated it. Attorneys in Morris Law Firm’s Estate Planning and Consulting Practice Group work with clients to create an overarching estate plan that anticipates tax liabilities and establishes an individualized strategy for transferring a client’s accumulated wealth. As part of our long-term focus, our attorneys also contact clients on an annual basis to ensure that their estate planning tracks any changes in the legal and tax codes. The simple fact is that most people are worth more than they assume, and a strategic estate plan will aid in preserving and passing on assets to their intended beneficiaries in a manner that meets our clients’ desires. Attorneys at Morris Law Firm have experience helping clients develop an estate plan using a variety of legal tools, including offshore asset protections trusts, generation skipping trusts, qualified domestic trusts, unified credit trusts, life insurance trusts, spendthrift trusts, and other tax-advantaged methods that serve to protect and appropriately distribute a client’s assets.
Morris Law Firm attorneys are also experienced in helping clients develop, among other estate planning tools, Last Wills and Testaments to serve as a firm foundation for the estate plan, Family Limited Partnerships, Living Wills, and Durable Powers of Attorney for Health Care Purposes. |
