Estate Planning

Estate Planning

Morelli Law’s Estate Planning practice strives to serve the needs of not only established individuals and families, but also younger entrepreneurs, executives and professionals who are planning their affairs in anticipation of future success. Our approach focuses on estate-planning fundamentals with our solid understanding of how business actually operates, allowing us to focus on both lifetime benefits and planning for death. We make every effort to develop and  implement sophisticated estate plans for clients and their families, with the goal of facilitating the wealth transfer process and minimizing the family’s overall tax burden.