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Ensure You've Planned for the Unexpected.
It’s that time of year for celebrating the holidays with family and friends, but as the year comes to a close, it may also be an appropriate time for you to re-assess your estate plan. Preserve your legacy for future generations and give yourself the gift of peace of mind.
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o Wills and Trusts – Whether you are planning with a will or trust, having an estate plan is crucial to ensure your wishes are carried out. A trust is the best vehicle to protect your assets.
o Power of Attorney – These are documents to help life-care and long-term planning with experience in these areas: Medical and property (financial) powers of attorney; Living wills, advanced health care directives; Mental health powers of attorney.
o Trust Administration and Probate – Losing a loved one is never easy and administering an estate can be complex. We assist personal representatives and successor trustees with the responsibilities they have after death.
o Tax Planning – Integrating tax planning with your estate plan is crucial to avoid paying unnecessary and excess taxes.
o Advanced Estate Planning – Our experienced attorneys offer Advanced Estate Planning strategies that include, but are not limited to: Spousal Lifetime Access Trust (SLAT), Irrevocable Life Insurance Trust (ILIT), IRA Trust, Corporations, Limited Liability Corporation (LLC), Family Limited Liability Limited Partnership (FLLLP), Prenuptial Agreement, Postnuptial Agreements.
o Power of Attorney – These are documents to help life-care and long-term planning with experience in these areas: Medical and property (financial) powers of attorney; Living wills, advanced health care directives; Mental health powers of attorney.
o Trust Administration and Probate – Losing a loved one is never easy and administering an estate can be complex. We assist personal representatives and successor trustees with the responsibilities they have after death.
o Tax Planning – Integrating tax planning with your estate plan is crucial to avoid paying unnecessary and excess taxes.
o Advanced Estate Planning – Our experienced attorneys offer Advanced Estate Planning strategies that include, but are not limited to: Spousal Lifetime Access Trust (SLAT), Irrevocable Life Insurance Trust (ILIT), IRA Trust, Corporations, Limited Liability Corporation (LLC), Family Limited Liability Limited Partnership (FLLLP), Prenuptial Agreement, Postnuptial Agreements.
13 Office Locations in Arizona.
Morris Hall proudly serves the communities we call home. We have helped tens of thousands of families over the past 50 years, offering customized estate planning solutions.
Bob DeLancy
2021.10.06.
Tim Hall has created several family Trusts for us during the last 5 years. His experience and professionalism is always 5 star!
Richard Katz
2021.08.19.
Tom Hall is a perfect combination of personable and professional. I highly recommend.
Marcus B
2021.06.04.
Very happy with the professional, knowledgeable, and experienced team at Morris Hall. When it was time for my wife and I to establish a trust for our family, there was no question in our minds that we would get the best service and function trust for our needs through Morris Hall. A third generation customer (my grandparents and parents were clients before us) I knew they had the skill set and experience to ensure we had everything we needed for a family trust.
Virginia Franklin
2021.05.15.
Knowledgeable, efficient, and met my legal needs.
Joanna Sherbun
2021.05.05.
Fast, friendly, and efficient. Michael and his team took care of our needs and we couldn’t be more grateful. I received multiple comments and compliments on the amount of detail within the paperwork. They did awesome!
Learn More About the Importance of Protecting Your Estate
We provide free webinars and seminars each month, designed to help educate you on estate planning options.
Visit morristrust.com/seminars or watch an on-demand webinar at morristrust.com/on-demand.