In these blog posts, estate planning and wealth preservation attorneys from Morris Law Group discuss the complex needs of business owners, entrepreneurs, real estate professionals, and other high net worth individuals. Learn about topics such as establishing charitable trusts, developing gifting plans, and minimizing tax liability, then contact us to schedule a consultation.
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Doing All of Your Estate Planning from Your Living Room? Top Boca Raton estate attorneys from Morris Law Group discuss why choosing an online platform for your estate planning may cost you in the long run. -
What Does Presidential Candidate Joe Biden’s Tax Plan Look Like? Top Boca Raton estate attorneys from Morris Law Group discuss the details of Joe Biden's tax plan and how it may affect your financial future. Click to read. -
Historically Low Interest Rates Favorable for Certain Trusts Top Boca Raton estate attorneys discuss historically low interest rates and the effect on charitable lead annuity trusts & grantor retained annuity trusts. -
The Key Benefits of an Investment LLC for Estate Planning An Investment LLC is a unique estate planning technique that Morris Law Group uses to provide clients with protection from creditors. Read more here. -
Entity Compliance Audits are an Integral Part of Morris Law Group's Generational Planning Solution Program Your Morris Law Group Wealth Preservation Solution may include entities holding assets or operating as a business, so compliance of these entities is critical. -
The Benefits of Examining your Irrevocable Trust for Compliance Top estate attorneys discuss how to maintain an irrevocable trust, and reap the estate and gift tax benefits, with an annual compliance examination. -
Take Advantage of Low Interest Rates Due Resulting from COVID-19 Top estate attorneys discuss how clients can take advantage of low interest rates, as they may be directly applicable to their estate planning. -
What the SECURE Act is and Why You Should Know About It Top estate attorneys discuss the SECURE Act and how it can affect your assets. Click here to learn more. -
How the Rise of Estate and Gift Tax Limits Under the Trump Administration Will Affect You Top estate attorneys in Southern Florida discuss how Trump's tax law changes double the federal estate tax exemption base level amount to $10M until 2026. -
Malpractice Insurance Expert Advice 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 to Have Separate Revocable Trusts Top estate attorneys in Southern Florida discuss the importance of deciding between joint and separate Revocable Trusts for married couples. -
South Florida 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.