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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Estate Planning With Split Dollar Life Insurance Split dollar life insurance has been gaining in popularity. However, there have been some unfavorable recent rulings regarding it. -
Top Estate Attorneys Share Financial Insights at JA Event Learn how Morris Law Group attorneys and staff shared their insights and helped young people work through real-life financial situations at a recent JA event. -
Revisiting the Qualified Personal Residence Trust The Qualified Personal Residence Trust was very popular in the 1990s and early 2000s, but may not be the right tool for your current estate planning needs. -
10 Reasons You Still Need an Estate Plan Only the wealthiest Americans are now subject to the estate tax, but there are important reasons to create an estate plan regardless of your tax liability. -
It May Be Time to Update Partnership or Operating Agreements The Bipartisan Budget Act of 2015 (the BBA) replaced the existing partnership audit rules with new procedures effective 2018. Learn what this means for you. -
Estate Planning for Digital Currencies Bitcoin is classified as property for tax purposes and poses unique estate planning challenges. -
Morris Law Group Attorney Voted as "Florida Legal Elite” Gregory S. Bloshinsky, a partner at Morris Law Group, was voted a “Florida Legal Elite” in recognition of his dedication to trust and estate administration. -
The Benefits of Domestic Asset Protection Trusts A DAPT provides protection from creditors after the creation and funding of the trust. Learn how to include a DAPT in your asset protection and estate plan. -
Stuart R. Morris Named 2018 Florida Super Lawyer Stuart R. Morris Esq., CPA, founding partner at the law firm Morris Law Group, was recently selected as a Florida Super Lawyer. -
Understanding the New §199A | Top Boca Raton Tax Attorneys One of the most complicated yet compelling provisions of the recently enacted tax reform is the addition of §199A to the Internal Revenue Code. Click here. -
Florida Homestead Protection From Creditors Isn't Unlimited Florida’s Homestead Protection makes your “homestead” property exempt from levy and execution by judgment creditors, but there are some key exceptions. -
Use of the Standard Deduction Under the New Tax Plan For many years, the standard deduction was seldom used by moderate to high net worth taxpayers. Now, the increased deductions may make this worth considering.