Lead Attorney
CurrentMany people who have been successful in life, have come to a realization that there is more to life. They have an overwhelming concern about what they are going to do with the rest of their lives. In order to help people move from “Success to Significance”, Bill Moritz has developed an approach to planning that is based on personal values and is a way to organize a family’s financial affairs so that they can provide adequately for their family, serve others personally and with their finances and encourage and enable family members to do the same. Visit www.fromsuccess2significance.org where we empower generous families do significant things by helping them plan responsibly, live generously and serve passionately.