Beau R. Morgan

Beau Morgan works with clients from a wide variety of backgrounds to develop personalized estate planning strategies that address their unique personal, financial, and charitable goals. By taking a holistic approach, he ensures that these objectives are achieved in the most tax-efficient way possible, guiding clients through both immediate and long-term planning.

At the core of Beau's work is basic estate planning, which includes drafting essential documents including wills, trusts, healthcare powers of attorney, and durable powers of attorney. These tools help clients protect their interests and ensure their wishes are followed in the event of incapacity or death.

For clients with more intricate financial landscapes, Beau specializes in complex wealth transfer planning. He works closely with high-net-worth individuals to design plans that preserve wealth across generations while minimizing tax burdens. His solutions are tailored to each client's unique situation, ensuring a seamless transition of assets.

He also advises business owners to create and implement succession plans, enabling them to exit their businesses in a financially secure way while ensuring the continuity of the business for the next generation of owners and employees.

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