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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Understanding the Role of Trust Protectors in Your Estate Estate attorneys discuss how Trust Protectors can amend/modify certain provisions of the trust; change the situs of the trust; and remove and appoint a trustee.
Reporting Requirements for Foreign Financial Assets The two-step threshold to determine if an entity must file Form 8938 for Specified Foreign Financial Assets (SFFAs) to avoid strict penalties.