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.
- Page 3
-
Why Ancillary Documents Are a Crucial Part of Any Estate Plan Top Boca Raton estate attorneys discuss why ancillary documents serve a vital role in any properly prepared estate plan. Click to learn more. -
How to Modify Outdated Irrevocable Trusts After the Tax Cut and Jobs Act of 2017 Top Boca Raton estate attorneys discuss how recent tax acts have led many clients to request that practitioners find ways to modify their irrevocable trusts. -
Opportunity Zones Create a Tax Savings Opportunity Top tax attorneys discuss how opportunity zones encourage investment in distressed communities by furthering economic development and job creation. -
How the Trump Family Used GRATs for Massive Tax Savings Top Boca Raton estate attorneys discuss how Donald Trump’s parents transferred over $1 billion in wealth to their children using GRATs. Click here to read on. -
Factors to Consider When Distributing Funds From Inherited IRAs Top estate attorneys discuss how inherited IRAs must be handled carefully to avoid tax complications. Click here to learn more. -
Estate Planning Through Split Dollar Life Insurance Should Be Considered Carefully to Maximize Its Effectiveness Split dollar life insurance has been gaining in popularity. However, there have been some unfavorable recent rulings regarding it. Top estate attorneys discuss. -
MLG Makes Positive Impact on Young Minds at the Junior Achievement of South Florida Inc’s Finance Park 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. -
Is it Time to Revisit the Use of a Qualified Personal Residence Trust? Top Boca Raton estate attorneys discuss why the popular Qualified Personal Residence Trust may not be the right tool for your current estate planning needs. -
Even if You're Not Subject to Estate Tax, You Need a Solid Estate Plan Top Boca Raton estate attorneys discuss why there are important reasons to create an estate plan regardless of your tax liability. Click to learn more. -
It May Be Time to Update Partnership and Operating Agreements Under New Audit Rules Top Boca Raton estate attorneys discuss how the Bipartisan Budget Act of 2015 (the BBA) replaced the existing partnership audit rules with new procedures. -
Estate Planning for Digital Currencies Requires a Proactive Approach Bitcoin is classified as property for tax purposes and poses unique estate planning challenges. -
Gregory S. Bloshinsky Voted as a "Florida Legal Elite” by His Peers 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.