Your Next Step
During an initial consultation ("IC"), we will review your goals
and existing plans to spot opportunities and offer solutions
that generally cost less than 1% of the tax savings. Each IC is led
by one of the partners at MVZLaw and/or an attorney trained by
one of our partners on advanced planning techniques. For free
information about our ICs, visit www.FreeIC.Info. To schedule
time with an attorney to review the best techniques for minimizing
taxes and funding your vision, please call us at 949-878-9401 or
Tim Voorhees, JD, MBA, AEP®. Throughout his
40-year career as an estate planning lawyer and
investment adviser, Tim's planning teams have
developed thousands of plans that align legal, tax,
and financial strategies with the vision and values
of wealth holders. These plans have helped clients
redirect billions of dollars of tax savings to trusts
that generate greater after-tax retirement income, bigger transfers to
family members, and larger gifts to favorite charities. As the founding
partner of Family Office Law, Tim works with an experienced team of
lawyers licensed in major jurisdictions throughout the country. To see
a full bio, please visit www.TimVoorhees.com
Our Mission: "To help our clients fund their visions tax efficiently by
implementing plans for minimizing taxes and maximizing the value of
their estates, their businesses, and transfers to their family members and
What Makes Us Unique:
- Our team cares more about your vision and aspirations than your assets.
- Our highly capable team has planned hundreds of cases using a
proven planning process.
- Our proprietary software integrates 300+ planning instruments in a
plan optimized for you with detailed annual balance sheet and cash
flow numbers through life expectancy.
- We implement! We have a track record documenting how we have
generated millions of dollars in benefits on hundreds of cases.
- We provide a free discovery session and low-cost "Value
Proposition Letter" to show you the benefits and costs of planning
before you engage us for planning.
| Million Voorhees Ziebold LLP
695 Town Center Drive, 7th Floor, Costa Mesa, CA 92626
Phone: 949-878-9401 • Fax: 949-878-9420