Merging Estate and Retirement Planning for Enduring Wealth THE POWER OF A SINGLE GUIDE
Attorney Chip Morrison is both a Board- Certified Estate Planning Law Specialist and an Investment Advisor Representative. This unique combination allows us to offer Private Client Wealth Services, integrating estate planning and investment management under the guidance of a single trusted advisor. Chip is uniquely qualified to serve in both roles: • There is no confusion about which accounts should be retitled • No uncertainty about how beneficiary designations should be handled • No risk of retirement accounts being mishandled • Every step is taken intentionally, in the correct order, and with the full plan in mind Why This Integrated Approach Matters Protect family wealth across generations. When your investment strategy is guided by someone who understands your estate plan, decisions are made with your long-term legacy in mind — not just short-term results.
Reduce stress for your family. Clear coordination between legal and financial planning simplifies the process for your loved ones and spares them unnecessary delays, uncertainty, and the burden of managing multiple contacts. Eliminate costly gaps and implementation errors. With one advisor overseeing both the legal framework and the investment execution, plans are not only well designed — they are properly carried out. Already have a plan? Let’s make sure it works together.
Too often, families working to protect and pass on wealth across generations encounter an avoidable problem: Their legal and financial plans aren’t fully aligned. A trust may be thoughtfully drafted, yet never properly funded — not because the plan was flawed, but because the follow-through was incomplete. When estate planning and investment planning are handled separately, important details can fall through the cracks. Investment and retirement accounts require different handling, and the right approach depends on the account type and the family’s goals. Some accounts are retitled into a trust, while others rely on carefully coordinated beneficiary designations — details that matter more than most families realize. Without a single advisor overseeing both the legal strategy and the investment implementation, uncertainty can delay action or quietly undermine an otherwise solid plan. At our firm, we believe your most important plans deserve one clear, coordinated strategy.
Schedule a Private Client Wealth Meeting
Your goals deserve more than fragmented advice. They deserve a single trusted advisor who understands the full picture.
Call (504) 831-2348 to schedule.
Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC and a wholly owned subsidiary of Integrity Wealth, LLC. Integrity Wealth and American Academy Wealth are strategic partners; they are not affiliated through ownership or common control. Legal services provided by Morrison Law Group, PLC are separate from the Securities or Advisory services offered through Integrity Advisory Solutions, LLC and Ronald W. Morrison, Jr., Investment Advisor Representative. Morrison Law Group, PLC, Integrity Advisory Solutions, LLC, and Ronald W. Morrison, Jr., Investment Advisor Representative, do not offer tax advice. Please consult the appropriate professional regarding your individual circumstance.
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“It was a wonderful experience that gives me peace of mind every day.” 5-STAR REVIEWS
~Sheryl M.
“Chip Morrison is a great estate planning attorney. He helped make sure my 91-year-old grandfather has all of his business straight after a detrimental accident. Additionally, he assisted my partner and me with a buy/sell agreement for our joint venture. Highly recommend. He has all of my future legal businesses.”
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~Kurt B. Jr.
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