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 in the "Update Your Planning" video here: https://www.law-morris.com/video-library.
BOCA RATON, Fla. (PRWEB) May 04, 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, 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.
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.
About Stuart R. Morris, Esq., CPA, B.C.S., Founding Partner, Morris Law Group
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 http://www.law-morris.com or contact Morris Law Group today to schedule a consultation at (561) 750-3850.