After confidential counseling sessions with you, the attorneys of the Vose Law Firm will design, establish, implement, supervise, and maintain your estate plan and your plan’s funding, which allows you to:
Control and protect yourself, your loved ones, and your property when you are alive and well,
Control and protect yourself, your loved ones, and your property if you become disabled,
Provide that upon your passing,
- you give what you have,
- to whom you want,
- when you want,
- the way you want, and
- under the conditions and protections you want,
- all while assuring that your legacy- your passions, your values, your wisdom - is transferred along with your wealth.
Our estate planning services include, but are not limited to the following:
We counsel you about your individual estate planning options and strategies that will best serve your desires and needs, given your unique financial situation, family life, goals, and lifestyle,
You receive in-depth and personalized, counseling from the firm to determine the appropriate planning components for your customized plan,
We draft the appropriate documents and tailor each individually drafted document to best meet your needs and desires that were discussed during your confidential counseling sessions,
We properly fund your plan,
We counsels you, your heirs, CPAs, financial advisors, and trustees (as needed) on how your personalized plan works, and
We conduct regular periodic scheduled updating reviews of your plan and make any changes necessary to ensure your customized plan still works under your then current desires and need and under the then current laws.
We counsel and advise you, and implement as determined by you, the variety of advanced planning tools that may be appropriate for your needs and individual aspirations.
Our estate planning services can result in asset protection from creditors and predators, wealth preservation, legal tax minimization, divorce and re-marriage protection, illness/disability protection, blood-line protections, and a variety of other protections. Our services provide advantages to both you and your loved ones that are appropriate to your particular circumstances, needs, goals and wishes.
It is never too early to begin a successful estate plan that is customized to protect you and your loved ones. Call us at 407-645-3735 or 1-866-789-VOSE.