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Estate Planning & Administration
Ensure assets are protected with comprehensive administration
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Learn About Us
At Church Morgan LLP, we specialize in wealth management and legal solutions tailored to safeguard your financial legacy. With expertise, integrity, and personalized service, we help individuals and families achieve their financial goals and secure their future.
We are dedicated to providing comprehensive wealth management and legal services designed to protect and grow your assets. Our team of experienced attorneys and financial advisors works collaboratively to craft personalized strategies that align with your unique goals and values. Whether you're planning for the future, managing investments, or navigating complex legal matters, we offer the expertise and insight needed to ensure your success. With a commitment to excellence and integrity, we empower individuals, families, and businesses to build, protect, and preserve their financial legacy for generations to come
Learn MoreOur Practices Areas
Estate Planning
We provide legal support in the sale and transfer of title to land in Canada and USA
Learn MoreBusiness Law
We ensures legal and ethical operations, protecting both the company and its stakeholders.
Learn MoreFinancial Advisory
Our clients benefit from our extensive and practical experience across the full spectrum of financial services
Learn MoreInsurance Planning
Protecting yourself and your family from the plays a crucial role in a comprehensive financial plan.
Learn MoreWhy Choose Us
Best law practices
Our practices involve ethical integrity, client-focused solutions, rigorous research, effective communication, and staying updated on evolving legal standards
Efficiency & Trust
The cornerstones of success, fostering streamlined processes, reliable relationships, and consistent results in any endeavor.
Results you deserve
Achieving the results you deserve requires dedication, expertise, and a commitment to excellence, ensuring your goals are met with success
Meet Our Expert Attorneys
Church Morgan
RFP, CFP, HBA
President
Tyler Zitoli
B.S.c., CFP
Vice President
Johana Robertson
B.A.S, MSc
Marketing Manager
John Moniz
B.A.S., CFP
Senior Financial Advisor
Have A Questions?
Wealth management law involves the legal aspects of managing and preserving personal or family wealth. This includes creating and executing estate plans, minimizing taxes, managing trusts, ensuring proper distribution of assets, and navigating legal issues surrounding investments and financial decisions. A wealth management attorney works closely with clients to help them achieve long-term financial security and avoid legal complications.
A wealth management lawyer can guide you through the creation of a comprehensive estate plan tailored to your needs. This involves drafting wills, trusts, powers of attorney, and healthcare directives. The lawyer will help ensure your assets are protected and transferred according to your wishes while minimizing tax liabilities and avoiding probate issues.
A will is a legal document that specifies how your assets should be distributed upon your death. It goes through the probate process, which can be lengthy and costly. A trust, on the other hand, is a legal entity that holds assets on behalf of beneficiaries and can help avoid probate. Trusts can be structured to provide greater control over asset distribution, minimize estate taxes, and protect assets from creditors.
While it’s possible to create a basic will or trust on your own, consulting with a wealth management lawyer is highly recommended. A qualified lawyer ensures that your estate plan is legally sound, customized to your financial situation, and designed to achieve your specific goals. They can also help you navigate complex laws surrounding taxes, inheritance, and asset protection.
A wealth management attorney can help you structure your financial and estate plans in a way that minimizes tax burdens, both during your lifetime and after your death. This includes advising on strategies like tax-efficient gifting, charitable donations, and using tax-deferred accounts or trusts. Their role is to ensure that your wealth is transferred in the most tax-efficient manner, helping you preserve more of your assets.
Review From Client
Adam shear
Footballer
"Exceptional service! The team provided clear, expert advice on estate planning and tax strategies, ensuring our family's financial security for the future."
Doreen Aliquam
Banker
"Professional, knowledgeable, and responsive. They guided us through complex wealth management and estate planning with ease and confidence."
Agap Mashe
Estate Mogul
"Impressive expertise! The firm helped us navigate tax planning and asset protection, ensuring peace of mind for our future."
Thorthon William
Gulfer
"Exceptional service and attention to detail. They helped us craft a comprehensive estate plan that meets our family's long-term goals."
Oshe Ralph
Farmer
"Outstanding experience! The firm provided clear, strategic advice on wealth management, ensuring our assets are well-protected."