By: Joshua B. Glaser, Esq., LL.M., Attorney At Law - May 04, 2020
Because your Wealth Preservation Solution may include entities holding assets or operating as a business, the review, oversight and compliance of these entities is critical to assure that they are current. Our team will oversee and ensure that the required activities are completed on a timely basis.
At Morris Law Group, we can assist you in setting up a customized Wealth Preservation Solution to meet your unique wealth preservation goals. One way to protect your assets and ensure that they are preserved for your beneficiaries is through an irrevocable trust. These trusts are commonly designed to hold assets that will be outside of your taxable estate for estate tax purposes.
Annual Compliance Activities ... Handled! One Less Thing For You To Worry About
By: Stuart R. Morris, Esq., CPA, B.C.S. - May 01, 2020
Morris Law Group believes your Wealth Preservation Solution is an ongoing, evolving process, not a one-time transaction. Just as your life changes, your financial goals, objectives and the law may change. Because of these changes, your Wealth Preservation Solution will require constant review and revision to ensure that it meets your family’s goals and objectives. Our team is here to ensure your plan is updated as your needs evolve and will guide you in the right direction to meet your goals.