At Morris Law Group, we provide customized services designed to help our clients plan for whatever the future may hold. Our Wealth Preservation Solution and Generational Planning Solution create a framework for minimizing your tax obligations, addressing liability concerns, discussing business succession strategies, and creating a lasting legacy for future generations. Learn how we’ll work with you to monitor your changing circumstances and ensure that your plan continues to meet your family’s goals and objectives.
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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. -
Estate Plans and Ancillary Documents Estate planning is more than preparing a will and trust. There are ancillary documents that help support your plan to meet your specific needs. Learn more here. -
Understanding DAPTs and Their Benefits If you’re interested in setting up a DAPT, it’s important to understand the restrictions and why the process is so complex. Learn more here. -
Why You Need a Durable Power of Attorney In the event that you become incapacitated, it’s important to have established a durable power of attorney to handle your financial affairs. Learn more here. -
Learn How a Generation Spanning Trust Works Morris Law Group’s Generation Spanning Trust was established to benefit the beneficiaries of their clients. Here, learn more about this concept trust. -
Using a GRAT to Manage Your Estate Tax One way to plan for estate taxes is to use a technique called a GRAT. Here, learn more about the advantages and disadvantages of this tool. -
Health Care Documents Help Prepare for a Medical Emergency It’s important to create health care documents to prepare for a medical emergency or if you should become incapacitated. Learn why these documents matter. -
Creating an Irrevocable Trust If you want to protect property to benefit specific beneficiaries, you can establish an irrevocable trust. Learn more about how this type of trust is created. -
Morris Law Group’s Opportunity Trust™ Morris Law Group has developed a unique trust that provides a variety of special benefits. Here, learn about this law firm’s Opportunity Trust™. -
Assets in a Revocable Trust Avoid Probate If you have assets to distribute after your death, you may want to create a revocable trust rather than a will. Learn more about this estate planning tool. -
The Importance of Having a Will If you die without a will, your assets will be distributed according to intestate statutes and your estate handled by the court. Learn more here.