At Morris Legal and Tax LLC, we provide virtually all of the legal services that fall within the umbrella of Wealth Management Law. Many of our clients utilize us for several of the services listed below as part of a comprehensive approach. We do, however, have a number of clients who have hired us for only one or two of the services listed below. In these situations, we engage with the clients‘ other attorneys, CPAs, and other advisors in order to ensure that we are all working within one coherent strategy for the client. The services that we provide include:
