Our team of experienced estate attorneys at Morris Law Group has created this article library to provide valuable information about wealth preservation strategies for entrepreneurs, business owners, and other high net worth individuals. Learn how to protect your assets now while planning to leave a legacy for future generations.
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Wealth Preservation Update October 2020 In the Wealth Preservation Update October 2020 issue, Morris Law Group takes a look at the tax plans of presidential candidates Joe Biden and Donald Trump, and examines the issues involved in setting up a Florida trust with an out-of-state trustee or beneficiary. -
Concerns with Out-of-State Trusts One of the benefits to living in Florida is the lack of a state income tax. However, if the trust contains assets from another state, it may be subject to that state’s income tax. This can be costly for states with high taxes, like New York. -
New Phone System Upgrade Please be advised that Morris Law Group is in the process of upgrading our telephone system to serve you better. We apologize for any inconvenience the installation may cause you. -
Wealth Preservation Update September 2020 In the September 2020 Wealth Preservation Update, Morris Law Group, headquartered in Boca Raton, Fla., announces the launch of its new website and the hiring of a new attorney. Also this month, you'll find a new video on the Generation Spanning Trust, important info about how you can take advantage of the low interest rate environment and much more. -
The Big Reveal - Introducing Our New Responsive Website Boca Raton estate planning attorneys reveal their new website! -
Morris Law Group Lawyer Named to 2021 Best Lawyers® List Morris Law Group Founding Partner Stuart R. Morris, Esq., CPA, B.C.S. was nominated by his peers for his expertise in Trusts & Estates. Read more here. -
New Associate Attorney Joins the Morris Law Group Team Jason P. Jones, Esq., LL.M. specializes in domestic and international estate and tax planning and is ready to meet with Spanish and English speaking clients. -
Morris Law Group Launches New Responsive Website Morris Law Group's new modern, responsive, beautifully designed, jargon-free website offers helpful content on estate planning and wealth preservation. -
Florida Residency Checklist Download this helpful checklist from Morris Law Group for guidance on establishing legal domicile (residency) in Florida. -
Plan It Now Plan It Now Advance Directives for Young Adults include a Durable Power of Attorney, Designation of Health Care Surrogate, HIPAA Release and Living Will. -
Wealth Preservation Newsletter Archive Subscribe to our newsletter to learn about minimizing your tax obligations, plan for business structuring, and leave a legacy for future generations. -
What You Should Know About Special Needs Trusts If you care for a person with special needs, you may want to consider setting up a Special Needs Trust. Find out more about the benefits of this type of trust.