Estate Planning & Wealth Transfer

Estate planning can help preserve your assets, reduce taxes for your heirs, unlock opportunities for future generations, and fund your charitable pursuits, by taking the time to plan what is important to You – our client. We at MORRISSEY Wealth Management are leverage specialists in recommending various trusts, insurance policies, philanthropy strategies and unique family and business dynamics to help our clients develop estate and wealth preservation strategies customized to their personalized needs and goals.

We help families and business owners address the estate settlement costs associated with passing on their accumulated estate.  We work closely with our clients, their legal and tax professionals, to help identify the appropriate planning strategies to preserve and then distribute their accumulated wealth in accordance with their respective goals and objectives.

We at MORRISSEY Wealth Management provide an extensive analysis of our clients’ estate, so we can recommend a high-level planning strategy that takes advantages of our access to numerous insurance carriers, professional alliances with expert estate planning attorneys and tax accounting specialists, which sets us apart from our competition.