At Morris Law Group, we understand that business owners, entrepreneurs, real estate professionals, and other high net worth individuals have complex financial planning needs. Our library of articles offers valuable advice on important topics related to estate planning, wealth preservation, and minimizing tax liability.

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  • Why Choose Us? When you choose to work with Morris Law Group, you can count on us to deliver personalized solutions, privacy, a team approach, and ongoing support. See 17 reasons why you should choose Morris Law Group.
  • What Estate Planning and Tax Law Changes Are Expected with the New Biden Administration? With a change in the presidency comes changes in many areas of the law, including tax law. Newly inaugurated President Joe Biden’s plan is to reduce the current estate tax exemption to half of its current amount: back to $5 million per person, indexed for inflation. He may possibly call for a reduction as low as $3.5 million per person, depending on what is likely to pass through Congress. The current exemption is $11.58 million per person. What does this mean for you if the exemption is reduced?
  • Navigating a High Net Worth Divorce A pre- or postnuptial agreement stipulating exactly who gets what assets is obviously the simplest way to avoid a costly divorce settlement, but what are the alternative options? A postnuptial agreement in particular can be difficult and very awkward to ask one’s spouse for, so we recommend settling up the agreement prior to a marriage. One of the most iron-clad ways to protect one’s assets from divorce settlement and even child support payments is a Domestic Asset Protection Trust (DAPT).
  • Concerns with Out-of-State Trusts If you live in Florida but have a trust that contains assets from another state, it may be subject to state income tax. Click here to protect your assets today!