Voorhees Family Office Services Offers Live and Web Meetings
How Do Attorneys and Wealth Advisers Work Together to Provide Family Office Services that Solve the Planning Puzzle and Answer the Following Six Questions?
1. Lifetime Income Tax Planning: Does your planner help you generate more after-tax income from earned and investment sources?
2. Estate Tax Planning: Does your planner help you calculate the amount of inheritance for each heir no matter what year you die or implement tax elimination strategies?
3. Business Succession Planning: Does your planner help you put in place a plan to transfer your business tax-efficiently to the next generation of owners and managers?
4. Risk Management: Does your planner help you evaluate exposure to risks that can be minimized with asset protection trusts, captive insurance companies, and insurance trusts?
5. Charitable Planning: Does your planner show you how to convert involuntary philanthropy (taxes) into voluntary philanthropy to increase after-tax retirement income and transfers for family?
6. Trust Funding/Investments: Does your planner work with your investment adviser to improve returns after-taxes?