Greetings!
It's hard to stay cool in the blazing "dog days" of summer. Even though it's not an environmentally friendly idea, you can always blast the AC and stay indoors. But here are four other ways to keep cool while you're out and about:
- Drink more water! Follow the 8-by-8 Rule (drink eight 8-ounce glasses of water per day to help you stay hydrated and feel cooler).
- Avoid eating hot foods (forget the hot soups and heavy meals and go with salads and cold sandwiches or maybe switch it up with a refreshing cold gazpacho).
- Exercise in the water (pool walking, anyone?).
- Apply an ice pack to your wrists, forehead and neck periodically to cool off.
Inside this issue of
Your Monthly Wealth Preservation Update
, you'll read about some new tax changes on the horizon as well as the latest on the Fiduciary Rule. We also answer some of the frequently asked questions heard here at the office. For more information about anything you've read in this issue, we welcome you to
contact us
.
Enjoy a safe and happy end of summer!
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Everything You Need to Know
About the DOL Fiduciary Rule
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With U.S. Dept. of Labor Secretary Alexander Acosta resigning last month, the Fiduciary Rule, the legal requirement for financial advisors to work in their customers' best interest, hangs in the balance. Here is more on this important topic.
The Department of Labor (DOL)
Fiduciary Rule
, was originally scheduled to be phased in from April 10, 2017, to January 1, 2018. As of June 21, 2018, The U.S. Fifth Circuit Court of Appeals officially vacated the rule, effectively killing it.
However, according to language from former Department of Labor Secretary, Alexander Acosta, stated in early May of 2019, the DOL is working with the SEC to resurrect the fiduciary rule.
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Your Wealth Preservation Solution
TM
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In today’s litigious society, far too many investors, professionals and business owners are at risk for frivolous lawsuits and outrageous jury verdicts. As a result, it has become necessary to implement asset protection plans.
At Morris Law Group, through our unique process, the
Wealth Preservation Solution
,
we customize a safe and effective asset protection program, personalized to help protect your reputation, save you time and offer you peace of mind.
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Aligning Your Assets with Your Wealth Preservation Solution
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Morris Law Group believes our Wealth Preservation Solution
TM
is an ongoing, evolving process, not a one-time transaction. Just as your life changes, your assets, goals, objectives and the law may change. Our team is here to ensure your plan is updated and to make certain that your assets are aligned as your needs evolve.
You have created trusts and/or entities as a part of your Wealth Preservation Solution. While expertly drafted documents are the foundation of your Wealth Preservation Solution, the proper titling of your assets is critical to the success of your plan. Our team will collaborate with you and your other professional endeavors to ensure each asset is properly titled.
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Frequently Asked Questions
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The following are a few questions we've heard recently here at the office from our clients. Feel free to send us your burning questions on estate planning and wealth preservation and we'll feature them in upcoming issues of
Your Monthly Wealth Preservation Update
and on our website. Please
contact us
with your important questions.
- What happens if you die without a will?
- What is the estate tax exemption?
- What are the essential estate planning documents?
- How often should estate plans be updated?
- What's the difference between a will and a trust?
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Morris Law Group
561-750-3850
7284 West Palmetto Park Road, Suite 101
Boca Raton, FL 33433
Copyright ©
2019
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