Morris Law Group is proud to unveil our new website, located at www.law-morris.com. We’ve completely redesigned and rewritten our site to be more in line with our clients’ needs. It has a brand new look and feel, and features plenty of easy-to-read, jargon-free content, from useful information about our firm and practice areas, to a multitude of helpful articles, videos and other resources.

Developed especially for our clients, potential clients, advisors, affluent individuals, business owners and entrepreneurs, the Morris Law Group website offers helpful information about the firm’s practice areas, dedicated attorneys and team members, as well as client reviews, frequently asked questions, helpful resources, the latest newsletters by the firm’s attorneys, firm updates and more. You can read through Morris Law Group's extensive blog and library of informative and educational videos and articles on estate planning, tax planning and wealth preservation planning techniques. In addition, you can request a consultation, get directions to the firm’s offices, and make secure online payments through the site as well.

We designed the new site to be interesting and impactful but also easy to read and easy to find what you need. We invite you to let us know what you think. If you have a topic you would like us to address on the site or in a future newsletter or blog post, just drop us a line. We would love to get your feedback!

In this issue of the newsletter, we would like you to meet the newest addition to the Morris Law Group team, Associate Attorney Jason P. Jones, Esq., LL.M. Jason comes to us with extensive experience in international tax planning and estate planning with prior positions at several prestigious South Florida firms. He also is bilingual in English and Spanish and is available for consultations in both languages. Read more about Jason here.

With the presidential campaign in full swing, we take a look at Joe Biden's tax plan here and how it might affect our clients. The 7250 interest rates continue to fall and are now at the lowest level in history, making it the perfect time to create charitable lead annuity trusts (CLATs) and grantor retained annuity trusts (GRATs). Learn more about the 7250 rate here. Finally, you may have seen those end-of-life planning websites offering cookie-cutter, one-size-fits-all estate planning documents, but depending on the complexity of your assets and situation, they may not provide the protection you need from creditors, ex-spouses or to transfer your assets to your heirs with the least possible tax impact. Read here for more details. 

For more information about anything in this issue, please contact Morris Law Group or call (561) 750-3850. And don't forget, you now can schedule an in-person, over-the-phone or video conference consultation in either English and Spanish with our attorneys. Stay safe and well!

Stuart R. Morris, Esq., CPA, B.C.S.
Founding Partner, Morris Law Group

P.S. Our latest video discusses Generation Spanning Trusts, a unique estate planning technique created by Morris Law Group that allows you to set aside the maximum estate tax-exempt amount in a trust for your descendants that will avoid estate taxes for 360 years in Florida. Watch it here.