In our regularly updated blog, the team at Morris Law Group provides information about wealth preservation techniques, charitable planning, minimizing tax liability, and more. Refer to our posts to learn about potential methods of achieving your financial goals, then contact us to schedule your consultation.
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Malpractice Insurance Expert Advice | FL Estate Attorneys As the new year begins in Sunny Southern Florida, dark clouds are forming in the market for doctors’ medical malpractice insurance. Read more about it here. -
Why Married Couples May Want Separate Revocable Trusts Top estate attorneys in Southern Florida discuss the importance of deciding between joint and separate Revocable Trusts for married couples. -
Estate Attorneys Discuss Charitable Program in South Florida Morris Law Group's team of estate attorneys participate in a voluntary charitable giving program supporting a variety of charitable causes each year. -
Wealth Preservation Solutions: Tiers of Asset Protection Top estate attorneys discuss a tiered asset protection approach that creates a Wealth Preservation Solution unique to each client’s situation. -
Making Gifts to Minors: Here’s What You Should Know Top estate attorneys discuss all you need to know about a 2503(c) trust. -
Understanding Asset Protection When Preserving Your Wealth One key to wealth preservation is to move assets away from a potential creditor’s reach. Top attorneys discuss which asset protection tools are most effective. -
Revocable Trusts Are a Fundamental Component of Estate Plans Top estate attorneys discuss how one of the fundamental components of an estate plan is a revocable trust. -
Why You Need Ancillary Documents for Your Estate Plan Top estate attorneys discuss why ancillary documents serve a vital role in any properly prepared estate plan. -
Irrevocable Trusts and the Tax Cut and Jobs Act of 2017 With recent tax acts and constant changes in circumstances, many clients request practitioners find ways to modify their irrevocable trusts. -
Understanding Tax Savings in Opportunity Zones Opportunity zones encourage investment in distressed communities by furthering economic development and job creation. Learn how to utilize their tax savings. -
Why the Trump Family’s Estate Plan Has Everyone Talking Donald Trump’s parents transferred over $1 billion in wealth to their children using GRATs. Learn how to achieve similar tax savings in your estate plan. -
Inherited IRAs Must Be Managed Carefully Navigating the assets of a decedent may be one of the last things on your mind, but inherited IRAs must be handled carefully to avoid tax complications.