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 favorite charities."

What Makes Us Unique:

1. Our team cares more about your vision and aspirations than your assets.
2. Our highly capable team has planned hundreds of cases using a proven planning process.
3. 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.
4. We implement! We have a track record documenting how we have generated millions of dollars in benefits on hundreds of cases.
5. 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.