Asset Allocation in New Mexico and Arizona
It is not enough to have an estate plan that you create and forget about. Circumstances change. Laws change. Lives change. Deciding how your asset allocation is preserved among traditional investments, tax-advantaged investments and among various entities is one of the most important aspects of every successful estate preservation plan. At Morris Hall, we approach estate planning at all levels, and our attention to continued planning and asset protection is particularly focused.
Our attorneys don’t offer a one-size-fits-all plan. We know that your circumstances are unique, and your family is unique. We work with our in-house financial specialists at Morris Hall Financial and tax accountants at Morris Hall Accounting. Functioning as a team, we examine every option you have available for allocating your resources to the appropriate entities and investments to protect you and your heirs from the loss of your estate to taxes, creditors and other dissipation.
Our clients include many of the most successful business owners, professionals and individual in the Southwestern United States. We are recognized for our intelligent solutions to estate planning problems related to:
- Asset allocation and protection for larger estates
- Qualified trusts for protection of retirement savings
- Business succession planning
- Advanced planning entities, for additional protections
We Will Begin With a Comprehensive Review of Your Estate
Understanding the best way to allocate assets to fund a revocable living trust requires a detailed understanding of your current income and resources. We work closely with you to determine what your goals are for investments, lifestyle needs and distributing assets to future generations.