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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The Benefits of a Special Needs Trust 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. -
Ancillary Documents to Support Your Estate Plan 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. -
Learn If a Domestic Asset Protection Trust Is Right for You 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. -
Appointing 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. -
How a Generation Spanning Trust Can Benefit You Morris Law Group’s Generation Spanning Trust was established to benefit the beneficiaries of their clients. Here, learn more about this concept trust. -
Manage Your Estate Tax Through a Grantor Retained Annuity Trust (GRAT) 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. -
The Importance of Preparing Health Care Documents 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. -
What You Need to Know About Irrevocable Trusts 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. -
How Morris Law Group’s Opportunity Trust™ Can Benefit You Morris Law Group has developed a unique trust that provides a variety of special benefits. Here, learn about this law firm’s Opportunity Trust™. -
The Benefits of a Revocable Trust 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. -
If You Die Without 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.