Morris Legal and Tax - Atlanta, GA

Strategic Wealth and Tax Planning

Morris Legal and Tax is a specialized boutique law firm in Atlanta that operates at the intersection of law, tax, and financial planning. Founded by Everett L. Morris IV, a dual-qualified attorney and Certified Financial Planner (CFP®), the firm offers a level of sophistication rarely found in smaller practices. Everett Morris brings a unique perspective to his clients; with an MBA in Personal Financial Planning and experience as a financial advisor at a major firm, he understands how legal decisions impact a client's overall financial health. The firm is dedicated to helping individuals, families, and business owners preserve their wealth and plan for the future with confidence.

Holistic Estate and Business Solutions

The firm's practice is focused on areas that require a deep understanding of tax codes and asset protection. Key services include:

• Estate Planning: Crafting comprehensive wills and trusts to ensure assets are passed down efficiently and according to the client's wishes.
• Tax Planning: Providing expert counsel on minimizing tax liabilities for estates and businesses, leveraging Everett Morris's background as a Tax Clinic Fellow.
• Probate and Fiduciary Law: Guiding families through the probate process and advising trustees on their legal duties.
• Business Formation: Helping entrepreneurs structure their companies (LLCs, S-Corps) for optimal tax benefits and liability protection.

A Financial Mindset for Legal Problems

Morris Legal and Tax distinguishes itself by looking at the 'big picture.' They don't just draft documents; they create strategies that align with a client's financial goals. Everett Morris has been recognized as a Super Lawyers Rising Star and holds an AVVO Client's Choice Award. Whether you are looking to protect your legacy or navigate a complex tax issue, this firm offers the expertise of a large practice with the personal attention of a trusted advisor. If you need to find a lawyer who speaks the language of finance, Morris Legal and Tax is the ideal partner.

Convenient Brookhaven Location

The firm is located in the Druid Chase office park on Buford Highway, offering easy access for clients in Brookhaven, Buckhead, and North Druid Hills. The professional setting provides a comfortable environment for discussing sensitive financial matters.