Little-Morris brings years of experience to the process of estate planning, assisting high net worth individuals and their families develop long term solutions to their wealth management needs. Our team strives to create and implement plans that focus on retention of value and the minimization of wealth transfer taxes. Our team uncovers unique alternatives to long term financial planning to protect and grow the finances you and your family have worked so hard to earn. You can rest easy knowing you and your family’s future will be handled with the experience and care you deserve.
Estate Planning tools for you and your family.
Estate Planning Services Include:
- Creation and Implementation of Successful Estate Plans
- Estate and Gift Tax Minimization
- Charitable Giving Strategies
- Tax Compliance Advice for Estates and Fiduciaries