Aligning Your Assets With Your Wealth Preservation Solution
By: Morris Law Group Newsroom Staff - July 24, 2019
Morris Law Group believes our Wealth Preservation SolutionTM is an ongoing, evolving process, not a one-time transaction. Just as your life changes, your assets, goals, objectives and the law may change. Our team is here to ensure your plan updated and to make certain that your assets area aligned as your needs evolve.
You have created trusts and/or entities as a part of your Wealth Preservation Solution. While expertly drafted documents are the foundation of your Wealth Preservation Solution, the proper titling of your assets is critical to the success of your plan. Our team will collaborate with you and your other professional endeavors to ensure each asset is properly titled.
We will gather detailed information about each asset. We may need to know the value, ownership, beneficiary designation and other information that may be necessary to make the most desirable ownership recommendations which will be tailored to fit your personal needs. This information will be compiled in your Asset Information and Alignment Spreadsheet. Once we review the ownership recommendations with you, we will work with you every step of the way to transfer and/or assign the ownership of your assets.
Once your assets are aligned, we will do a comprehensive review of your holdings annually. Our team will make ownership and/or beneficiary designation recommendations for any newly acquired assets and confirm that the title of your existing assets meet your current needs.
We at Morris Law Group are passionate about our clients and their families. Our process results in a creative solution to meet each client’s personal needs for the future. The Asset Information and Alignment Spreadsheet will give you a sense of security and peace of mind that comes with having a Wealth Preservation Solution in place which will allow you to focus on your future.
Contact us today to align your assets with your Wealth Preservation Solution and to request your Asset Information and Alignment Spreadsheet.
** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.