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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 and New Mexico.
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.
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/webinars or watch an on-demand webinar at morristrust.com/on-demand.
