As part of Morris Law Group's Generational Planning Solution (GPS) program, our team of professionals are available to counsel you on matters involving your Wealth Preservation Solution and offer additional planning options as your personal, financial and business circumstances change over time. 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.

Top Estate Attorneys will Oversee and Ensure the Following Activities are Completed on Schedule:

  • Annual Report Filings/State Payments
  • Review of Managers/Directors/Registered Agents/Addresses
  • Payment of Registered Agent Fees
  • Continued Review of Assets Owned/Sold by Each Entity
  • Preparation of Annual Minutes
  • Advice and Facilitation of Contributions and Distributions
  • Review of Tax Returns and Schedule K-1s for Companies to Ensure Ownership Accuracy for Tax Purposes

Please watch my presentation video above about entity compliance and find out more about what our annual entity compliance audit entails here. You can watch all of our latest videos by the Morris Law Group team on our new video channel on our website or on our YouTube channel today.

Contact Top Boca Raton Estate Attorneys Today

Morris Law Group’s estate attorneys provide customized solutions designed to help you meet your estate planning, charitable and financial goals now and in the future. Don't leave your legacy to fate, contact one of our many South Florida law offices today and begin planning for your financial future.

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