Get on the path to results today.
DANIEL W. MORSE
Background
After graduating from law school in 1979, I joined the tax department of Arthur Andersen & Co., which was the largest accounting firm in the world at that time. Within three years, I obtained my CPA license and continued to practice in the areas of accounting, tax compliance, and law with an emphasis on tax law. I spent much of my career working in large law firms in downtown Milwaukee.
After our three children were through college, I started spending more time in Florida in the winter, eventually decided to take the Florida bar exam, and practiced there part-time for many years. Due to the blessing of grandchildren in Wisconsin and California, the pandemic and other factors, I no longer practice in Florida.
Learn More
Many of my clients come to me to reduce or avoid taxes at death, and to plan for the ultimate disposition of their estate. I help them with those goals.
Further, remember that when children attain age eighteen, they need to have their own documents naming someone to act as a medical and/or financial agent for them in the event of an unfortunate event.