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Solving planning puzzles to minimize taxes while maximizing benefits for retirement, family, and favorite charities.SM
Our Lawyers Oversee One-Stop Planning Solutions
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Now that marginal income tax rates often exceed 50%, taxpayers can realize greater benefits from strategies that reduce taxes. Fortunately, tax policy encourages planning that redirects your tax money to trusts for your retirement, family, and favorite charities (voluntary philanthropy). Family Office Law provides free consultations to show how you can dramatically lower taxes while increasing wealth controlled by you, your family, and your favorite charities. Please call 800-447-7090 or visit www.ZeroTax.info.
Estate Planning reflects God-honoring character qualities across the generations.
Investment Counseling involves maximizing returns after taxes and after fees.
Charitable Planning is the focus of our clients who want to convert involuntary philanthropy (taxes) to voluntary philanthropy while increasing wealthy for retirement or family.
Business Succession involves transferring ownership, management, control, or cash flow at the right time with taxes minimized.
Asset Protection Planning requires the wise integration of trust planning with insurance planning.
Income Tax Planning helps generate tax-efficient income while deferring taxes on income not needed for lifestyle.
Free Initial Consultation
We offer a Guaranteed Initial Consultation to any client who brings a balance sheet and copies of any current wills or trusts. When we schedule the Initial Consultation, we will ask the client about his/her goals and assets so that we will know which attorneys or planners should participate in the Initial Consultation. When appropriate, we are happy to involve a client’s other advisers in the Initial Consultation. The adviser referring the client typically attends the first Initial Consultation and shares his or her knowledge about the client’s goals and assets.
What Is Family Office Law?
A family office performs centralized management or oversight of investments, insurance, income tax planning, estate and legacy planning, business succession planning and charitable planning. Every significant transaction involves legal drafting and/or review. The lawyers at Family Office Law (“FOL”) are trained to understand legal strategies in each of these six areas as well as the process for integrating strategies to maximize after-tax benefits for lifetime income, transfers to family members, and/or gifts to favorite charities. The Family Office Law attorneys and paralegals know how to work with other wealth management professionals to integrate legal and financial solutions. FOL lawyers work with the multi-family office (“MFO”) summarized on the Voorhees Family Office Services website (at www.vfos.com); however, FOL lawyers are available to assist a wide array of other MFOs, single family offices ("SFOs"), and traditional financial or accounting practices. To learn more about FOL services, please see the following links: