Morris Law Group Introduces New Wealth Preservation and Estate Planning Series of Videos on Its Website and YouTube
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.
The SECURE Act –
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?
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
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