The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest, but most overlooked, ways to do some quick planning is to take advantage of the annual per donee exclusion amount which can have a tremendous impact on reducing the estate without use of the applicable exclusion amount. Read on to learn more.
Director of Operations at Morrison Law Group, PLC
As our Director of Operations, Kim plays a vital role in overseeing the day-to-day operations of the law office, including planning public and client events, fostering positive client interactions, and coordinating marketing efforts.Read More!
Latest posts by Kim Morrison (see all)
- Morrison Law Group PLC Named Finalist in CityBusiness 2025 “Best of the Best” Awards – Vote Now - April 14, 2025
- The Seedier Side of the Holidays - December 4, 2024
- It’s a Great Time to Consider a Donor Advised Fund - December 3, 2024
