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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Key Benefits of an Investment LLC 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 Audit Your Wealth Preservation Solution may include entities holding assets or operating as a business, so compliance of these entities is critical. Read more here. -
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 to 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 to Know about the SECURE Act | FL Estate Attorneys Top estate attorneys discuss the SECURE Act and how it can affect your assets. Click here to learn more. -
Higher Estate and Gift Tax Limits | FL Estate Attorneys 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 | FL Estate Attorneys 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 Separate Revocable Trusts Top estate attorneys in Southern Florida discuss the importance of deciding between joint and separate Revocable Trusts for married couples. -
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. -
Understanding Tax Savings in Opportunity Zones Opportunity zones encourage investment in distressed communities by furthering economic development and job creation. Learn how to utilize their tax savings. -
Why the Trump Family’s Estate Plan Has Everyone Talking Donald Trump’s parents transferred over $1 billion in wealth to their children using GRATs. Learn how to achieve similar tax savings in your estate plan. -
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.