Estate Planning and Accounting Services
Estate Planning, Accounting and Financial Services are the most impactful areas of a Wealth Transfer Plan. So, it’s surprising these areas are often overlooked.
Things can change in the blink of an eye. But, we know two things are certain; death and taxes. So, despite these uncertainties, over 50% of people fail to plan for the inevitable.
The amount of planning required will vary from client to client. So, you won’t find a cookie cutter approach at T.L. Morson and Associates. Because, the objective of any Estate Plan is to transfer wealth to the next generation in the most tax efficient way possible.
At T.L. Morson and Associates we specialize in Estate Plans and Wealth Transfer Plans that are customized to meet the needs of each client. So, this means our plans are designed specifically for you and the needs of your family.
“By failing to prepare, you are preparing to fail.”– Benjamin Franklin
Background and Experience
Theo L. Morson, JD, LLM – Mr. Morson holds a bachelor’s degree in Accounting and Law Degree from Western Michigan Cooley Law School. Theo has worked as a Financial Consultant and Accountant for 25 years, holding a Series 7, 63, Variable Contracts, and Life Insurance license and has extensive experience in the area of Estate Planning.