What Readers are saying:
"What an extraordinary book! Staggeringly well done…. Best single synthesis I have ever read in this emerging field of practice, as you integrate legacy planning, financial planning, gift planning, family business planning, and enlightened family governance. I have kept your materials for years back in a file with the best of the best. Now, in your book you have gone even further. I hope you get a deep sense of achievement. It can be lonely be so far out in front. Maybe you will live to see your book helping the rest of us catch up, a step or two.
Deep bow to you,"
Phil Cubeta, CLU
, ChFC,
MSFS, CAP
Sallie B. and William B. Wallace Chair in Philanthropy
The American College, Bryn Mawr, PA.
"Tim is one of the true geniuses in the financial services business. His ability to take complex tax strategies and weave them together into a comprehensive and global plan is nothing short of brilliant. Anyone who takes the time to read this book and digest the common sense and practical approach to planning will benefit beyond measure. Tim and his staff are remarkable communicators and have designed many plans for families throughout the years. I am confident these plans are all solid legally, ethically and morally. The only question anyone has to answer is whether or not they are committed to doing the planning needed to pass their wealth on to future generations."
Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC,
Wealth TEAMS Solutions, Inc.
"In a world where professionals thrive on creating personal fiefdoms and playing hide the ball, Tim succinctly states the case for clients to take control and demand collaborative efforts. Planning teams that
focus on realizing relational ideals with technical excellence can enjoy a happy ending: lowered taxes."
Chas B. Jones, MAS, JD, LLM,
Shareholder, Thomas & Libowitz, P.A., Baltimore
"Tim Voorhees has given those of us in the planning profession a wonderful treatise that is more than just a dry, boring listing of various tools to consider using for our high net worth, and ultra high net worth clients. This is the "why behind the what" that goes into it. It takes the planner (and client) inside the process as to "why does this matter?" He helps the client realize the importance - and opportunity - of the legacy they will leave behind ... that is more than just about a few more dollars and cents. It is technical, to be sure, but it addresses the issues "below the surface" that are often missed by the traditional planner.
Thank you, Tim, for this outstanding resource. A book like this does not happen by accident, but through years of careful (and artful) planning, design and battle-testing in the field. Great job!
"
R. J. Kelly, ChFC, CLU, IAR, MSFS
Founder & President, Wealth Legacy Family of Companies
San Diego, CA
"Tim has done a masterful job at outlining the various zero tax planning tools and strategies that are available today. Tim has the ability to take complex subjects and systematically and categorically break them down so that they make sense. The book is a fabulous resource for anyone who is serious about maximizing their own resources."
Kimberly Moeller
"The
Best Zero Tax Planning Tools book is an excellent read on an over-looked topic. "
Dr. Darin Martinelli
President/CEO, Strategic Wealth Advisors, LLC
What Readers are saying:
"The Best Zero Tax Planning Tools book content is technical, but your work is the best effort I have seen to date in making the complex easier to understand. Your efforts are an amazing contribution!"
Royce Bervig,
Senior Gift Planning Officer, Focus on the Family
"As with Tim's other resources, his latest book is a rich storehouse of information and ideas. Even better, it is filled with practical concepts and soundbites I can use with my clients and prospects. Tim is very gifted at making the complex simple to understand and apply."
Rich VanderSande
Smart Stewardship Advisors
Carpentersville, IL 60110
www.smartstewardship.com
"I've looked through your book. I am impressed by the depth of knowledge and the clarity of expression in showing the variety of options available."
David Davis, Attorney
David Davis & Associates
"RE: Your new Book: WOW!! FABULOUS!!
You are the most creative attorney I know. You understand the soft issues, but also the technical so that a comprehensive plan can be developed.
This book should be required reading before any advisor makes recommendations to a family regarding their LEGACY planning. Your graphics do a MASTERFUL job of linking the ideas and concepts into understandable terms! This is the best "connecting" that I've ever seen an attorney put together! From the Cover right through each chapter, the imagery was outstanding! Some of the graphics are VERY complex, but you are also covering some complex issues, so they are appropriate.
You are coming from the legal world and so there is defense of concepts and strategies throughout; however, a family needs to know that the attorney is versed in all these issues to feel real comfortable, and you certainly make the case for trust and competence. This book should be required reading before a professional designation is obtained in the philanthropic planning field.
I am also proud to see how you’re working with another "Master" in Dave Holaday to explain some of the strategies in simpler terms.
To summarize, I am truly impressed with this masterpiece! I know it took a long time to put together, but I believe it will last long after your personal career!"
Jerry D. Nuerge, CAP, CFWC, CLU, ChFC, MBA
"Reading your ideas is like a shot of adrenalin! Such great points to take back to my practice. "
Melissa Flagstad
Aliso Viejo, CA 92656
What Readers are saying:
"There is no one like you who can combine legal and financial concepts so effectively with flowcharts and easy-to-understand numbers. You have a first class brain and first class presentation skills."
Bruce Givner, Esq.,
Givner & Kaye,
A Professional Corporation.
"Tim is extremely talented when addressing estate planning and family legacy issues. He is one of the best I know at really being able to deal with family legacy conflicts. His patience with clients and deep knowledge of money/inheritance dynamics are off the charts."
Brad Hall, Managing Director
Hall & Company
Certified Public Accountants and Consultants, Inc.
"Tim is a master at the artful and creative blending of conservative proven strategies to accomplish the client’s many goals. In this thought provoking and motivating book, Tim makes accessible the key concepts he has used for over 30 years to enhance his clients' financial freedom, take care of heirs and fund charitable causes, all with IRS approved strategies. Bravo, Tim!"
Dave Holaday, ChFC, CAP,
Wealth Design Consultants, LLC
"Your new book is a great resource. It is very clear and logically written."
Jerry Roberts, RFC, CLU
"Tim Voorhees is a master at designing and implementing strategies and techniques that will lower income taxes and zero out estate taxes. Tim is an expert to the experts in the tax planning field. His wealth strategies blueprinting process is absolutely dynamite and clearly shows attorneys and advisers how to coordinate and implement the best planning and cutting edge planning techniques for their clients."
Jeffrey R. Matsen, Esq.,
Worth Magazine "Top 100 National Attorney
"The Best Zero Tax Planning Tools deserves careful reading. The book is focused on uniting planning teams around client-centric plans to help individuals use all of their wealth in harmony with the values that contributed to the creation of the wealth. "
Michael Hernberg,
Charitable Planning Consultant and CFP candidate
"Tim is hands-down the smartest financial planner in the United States when it comes to estate and tax strategies, client interaction, software presentation, and communication of complex planning strategies with illustrations understood by clients. He’s a gentleman’s gentleman, as well as a real TRUST-WORTHY, class-act guy with solid Christian values. Tim is an attorney and an MBA, and is very knowledgeable in virtually every area of our business. He’s great with clients (and they all love him). He’s easy to work with as a co-advisor on cases; he’s creative and very personable. I can’t say enough good stuff about Tim Voorhees!! Now he makes his wisdom and expertise available in a clear and concise book, The Best Zero Tax Planning Tools. Readers will be extremely fortunate to have this TOTAL PACKAGE of integrated relational and technical expertise."
Bill Lindsey,
MSFS, AEP, RFC
"This book highlights the secret to passing on wealth—preserve wealth through proper tax planning and pass wealth subject to the family's values, mission, and goals. Tim's holistic approach ensures that the next generation truly is prepared to receive the family blessing. I will be recommending this book to all of my clients. "
Laura Meier, Esq.,
Founding Partner at Meier Law Firm, P.C.