Estate Planning

Planning for Your Future

Estate planning is rarely a fun process. It involves death and taxes, an unpleasant topic of conversation even in the best of times. But planning for the inevitable is important not just for your children and heir’s apparent but also for your legacy. At THEVOZ Attorneys we have years of experience with an eye toward tax planning for high net worth individuals and people that have an international lifestyle. In estate planning it is important to find professional advisors who can understand your goals and concerns and implement a tax-efficient strategy that best meets these goals. Here at THEVOZ Attorneys we know that estate planning also contains a human element. We can help advise you and your loved ones regarding your succession plan, and we can help ensure that this process runs smoothly. In addition, we help to coordinate the variety of professionals that are involved from your accountant, financial planner, and life insurance advisor to your banker and broker. We are different than other firms in that we take a personal approach to estate planning and we promise that we will continue to be there by your side to make sure that the plan is correctly executed. The best estate plan is only ever as good as its follow through!

Services we offer:

  • Creation of an estate plan or a review and updating of an existing plan
  • Advice on the use of 529 plans
  • Creation of family limited partnerships
  • Coordination and consultation with your current professionals
  • Effectuate tax optimized annual gifting
  • Drafting of trust agreements including Irrevocable Life Insurance Trust (ILIT), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property (QTIP),
    Grantor Retained Annuity Trust (GRAT), spendthrift trusts, and others

 

How can THEVOZ Attorneys help? Tell us about your legal issue and we will connect you with an attorney to assist you.

Our international tax law attorneys are ready to work for you.

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