Planning for Large Estates

Planning for Large Estates in New Mexico and Arizona

Morris Hall, PLLC, is recognized throughout the southwestern United States for our resources and capacity to provide complete estate planning and advanced asset protection services for individuals and families with significant assets. Our attorneys regularly publish professional articles and lead seminars on topics specific to establishing trusts and other legal entities and strategies for minimizing taxes and planning for large estates.

Our Goals Are Your Goals

There is no magic formula for figuring out a successful asset allocation and preservation plan. It is all about preserving your wealth so you can pass on as much of your estate as possible to your heirs and beneficiaries now and upon your death. Helping you do that is more than our practice; it’s our passion. For more than 45 years, estate planning services for successful individuals and families has been the focus of the attorneys at Morris Hall. We are the legal representatives of many of the most successful individuals and families in the southwestern United States.

The Planning for Large Estates Attorneys

Estate planning can include many different legal tools, but the heart and soul of our success is our focus on minimizing taxes, asset protection and wealth preservation. Estate planning cannot be done in a vacuum. It must be coordinated with your financial plan and accounting. Estate planning is a key part of your total financial planning picture. When properly done, asset preservation always includes considerations of estate tax, capital gains and income taxes. By working with Morris Hall financial planners and Morris Hall certified public accountants, we are able to take a comprehensive look at your entire tax and investment picture;

Including the following:

Reducing your current income tax
Minimizing or eliminating capital gains tax on your business and personal assets
Establishing a living trust to avoid conservatorship and guardianship while you are alive and probate and inheritance taxes when you die
Creating advanced planning strategies to further protect against taxes and creditors
Providing protection for your beneficiaries against creditors, ex-spouses and long-term care expenses
Assisting you with tax-efficient strategies for carrying out your charitable intent