Estate Planning

Estate Planning

Managing family wealth successfully is a complex and unique undertaking for each family. We help them with structuring, implementing and administering estate plans.

The job of the family wealth manager is to bring professionalism to the private work of growing and protecting a family’s assets for future generations. Success can be asset growth and protection, of course, but may also be measured by the peaceful transition of control from one generation to the next, or by a cohesive group of family members collaboratively managing the founder’s philanthropic wishes.

Financial and estate planning services include structuring and administering comprehensive estate plans, pre-marital planning, asset protection planning, and fiscal planning. Vogel Law Office maintains a sophisticated estate planning practice, which focuses on delivering thoughtful, creative and cutting- edge planning strategies to wealthy individuals. Our comprehensive estate planning services include drafting, estate and trust administration, probate services, transfer tax planning, and asset preservation planning.