Morris
Law Group Founding Partner Stuart R. Morris, Esq., CPA, B.C.S. has created a
new video series featuring helpful, actionable videos to help clients and
consumers protect their assets, reduce taxes and create family harmony.
Boca
Raton, Fla. (5/4/2020) – Morris Law Group, an AV®
Preeminent-rated law firm headquartered in Boca Raton, Fla. has introduced a new
YouTube
video channel featuring a new series of videos on wealth
preservation and estate planning. These videos are being recorded by the Morris
Law Group team of expert attorneys and professionals. New videos will be
offered each month on the firm’s website, www.law-morris.com,
Wealth
Preservationist blog and on YouTube.
Morris Law Group’s
founding partner, Stuart
R. Morris, CPA, B.C.S., introduces the video series in this
informative introductory
video here. The series also includes videos on various
topics including:
Planning in the Current
Low-Rate Environment – In the midst of
the coronavirus with the lower interest-rate environment, some estate planning
opportunities have arisen. Attorney Morris explains some of these estate
planning and asset preservation techniques that should be considered. Watch this important video here.
The SECURE Act –
Attorney Morris explains how this newly enacted law may affect estate planning
as well as individuals and their beneficiaries. Among other changes, the SECURE
Act changed the entire landscape of how beneficiaries are going to receive IRA,
pension or other retirement accounts from the deceased owners of these
accounts. Watch the video
here.
Irrevocable Trusts and Crummey
Powers – Crummey powers are critical powers contained in an
irrevocable trust to ensure that contributions made to the trust qualify for
the annual exclusion gift. Proper documentation including a contribution letter
is required for this technique. Find
out more about it here.
Fiduciary Roles
– What are the roles of a financial fiduciary, how do they serve, where are
they appropriate, and how do you choose them? Attorney Morris explains fiduciary
roles here.
In these videos, you will
find helpful, actionable information on recent topics in the news, interesting
events, in-depth strategies and cutting-edge techniques to help you protect your
assets, reduce taxes and create family harmony. To subscribe to Morris Law
Group’s Wealth Preservation Channel, please visit here:
https://www.youtube.com/channel/ucex_tgl_l0dr16mmogygktq/.
Morris
Law Group’s staff and attorneys are working and remain available to serve clients
in Florida during regular business hours, Monday through Friday from 8:30 a.m.
to 5 p.m. either through phone or video conferencing. For more information
about anything seen in these videos or to schedule a consultation with an
attorney, please contact Morris Law Group, email Info@Law-Morris.com or call (561)
750-3850.
Attorney
Stuart R. Morris is board-certified in Wills, Trusts and Estates and is a
Certified Public Accountant. He founded Morris Law Group in 1991, and practices
in estate and gift tax planning, probate and trust administration, wills and
trusts, business structuring and succession planning, asset preservation
planning, domestic and international tax planning, and special needs planning.
He is recognized as one of Worth magazine’s nation’s Top 100 Attorneys,
a Florida Super Lawyer, Florida Trend Magazine’s Florida Legal Elite, Palm
Beach Illustrated’s list of Top Attorneys, and he has received an AV®
Preeminent Peer Review Rating, the highest rating afforded an attorney, from
Martindale-Hubbell. He is a member of The Florida Bar, the Society of Trust and
Estate Practitioners (STEP), Florida Institute of Certified Public Accountants
and the American Bar Association.
About Morris Law Group, Wealth Preservation
Attorneys Morris Law Group, a South Florida law firm with four
conveniently located offices, specializes in wills, trusts, probate, estate and
tax planning, asset protection, and business and succession planning, and
provides personalized, discreet services custom-designed to help protect your
wealth now and in the future. The Morris Law Group team of knowledgeable and
qualified attorneys and paralegals has more than 100 years of combined
experience in managing complex estate planning, tax planning, trust and estate
administration, and business structuring and succession planning for clients. Expertly
drafted documents are just the beginning of your Wealth Preservation Solution
at Morris Law Group. You
will be able to take advantage of a wide variety of sophisticated estate
planning, tax planning, and business structuring and succession planning
techniques to help you achieve your goals. An AV® Preeminent-rated
law firm by Martindale Hubbell, Morris Law Group is adept at translating these
strategies into easy-to-understand, jargon-free language, so you will be able
to make informed decisions about your assets now and in the future.
Visit www.law-morris.com or contact Morris Law Group today to schedule a consultation at (561) 750-3850.
###

No comments:
Post a Comment