Morris Legal and Tax, LLC

Atlanta’s Premier Tax and Estate Law Firm

  • ABOUT
  • OUR PEOPLE
    • EVERETT MORRIS
    • NAJAH MIDDLETON
    • ASHLEY SMITH
    • LAUREN GUIDRY
  • SERVICES
    • ESTATE PLANNING
    • TAX RETURN PREPARATION
    • ASSET PROTECTION
    • BUSINESS FORMATION
    • PROBATE ADMINISTRATION
    • TAX CONTROVERSY
    • TAX PLANNING
    • GENERAL COUNSEL
    • LEGAL CONSULTING
  • PRICING
  • CONTACT US
  • SECURE CLIENT PORTAL
  • THE CLIENT EXPERIENCE
    • CLIENT PROFILE
    • OUR UNIQUE APPROACH
  • EDUCATIONAL OPPORTUNITIES
  • TESTIMONIALS

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EDUCATIONAL OPPORTUNITIES

Everett Morris teaches various topics of wealth management to doctors, lawyers, accountants, financial planners, and other groups on a regular basis.  Some of the classes provide continuing professional education credits required by these professions, while others are strictly informative.  If you are interested in having him speak on a particular topic to your employees or at one of your events, please call or email him directly with your request.

If you are age 50 or over and interested in learning about various wealth management topics through structured, 8-week classes at Emory University, you can join OLLI (Osher Lifelong Learning Institute) for a minimal fee.  Everett teaches “Estate Planning and Probate Issues”  on a regular basis.  For more information, please go to their website here.

We also send out an e-newsletter periodically, which you can sign-up for on this page.  To read articles from previous newsletters, click on the links below.

August 2018 E-Newsletter

The New Tax Laws: 3 Basic Changes that will Affect the Common Tax Return

Who do you Trust with your Children?

August 2017 E-Newsletter

How to Select a Trustee

Why Your Life Insurance Proceeds Might Not Actually Benefit Your Children

September 2016 E-Newsletter

Gift and Estate Law in 2016 and Beyond

Couple Retires in Their 30’s, Could You?

November 2015 E-Newsletter

8 Holiday Savings Tips

Teach Your Kids to Save Money

Four Estate Planning Items Everyone Needs

Inherited Retirement Accounts: 5 Things You Need to Know

August 2015 E-Newsletter

Your Financial Issues are no Different than a Professional Athlete’s… Well, Sort of

The Benefits of a 529 Plan

Tax Rules for Childcare

May 2015 E-Newsletter

May 2015 Firm Update

A Crash Course on the Taxation of Real Estate

Eleven General Rules for Asset Protection

January 2015 E-Newsletter

Health Insurance Credits Could Affect 2014 Tax Refunds

How to Stay on Track and Achieve Your Financial Goals

Tips for Choosing a Tax Return Preparer

November 2014 E-Newsletter

2014 Year End Tax Planning

How to Choose a Financial Planner

How to Give Stock to Charity

September 2014 E-Newsletter

Your First Will – Estate Planning Tips for People Under 40

Stock Market Basics

DSUE – Factors to consider when advising a surviving spouse on portability

 

Call (404) 926-1329 with any inquiries for Morris Legal and Tax, LLC.

 

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