Concierge Services
Vandenack Weaver Truhlsen offers concierge estate planning services to simplify the assembly, management and accessibility of legal and financial documentation. Available with white glove service and attention, this suite of services is particularly valuable to families with high net worth in Omaha and the Midwest – ensuring elite level expertise and client attention for both immediate and long-term advantage.
Through our concierge estate planning, you’re able to work directly with your Vandenack Weaver Truhlsen attorney and support team to develop a personalized strategy that considers your lifetime needs, as well as your wishes at death (testamentary intention) – helping to provide for plan disposition, protect assets, protect beneficiaries, and save taxes. We then make the accompanying documentation available to your through the convenience of your own portal, and even assist you in downloading your health care directive to your phone.
Even beyond your own documentation and records, our concierge service can assist you with such matters as moving an antique car across the country and finding care for an aging relative – all while keeping you informed and in control, with:
- Personal concierge
- Online secure portals
- Smart phone apps for healthcare directives
- Digital asset services
- Online personal effects management and auction
- Remote online notary services
- Elder care planning
- Move management
- Family office services
With Vandenack Weaver Truhlsen, you also benefit from our extensive and recognized expertise in such areas as:
- Estate, gift and generation skipping planning
- Asset protection
- Charitable Strategies
- Business succession and exit strategies
- Prenuptial and postnuptial planning
- Family Limited Partnerships
- Financial Assets in Estate Planning
- Elder Law
Practice Areas
Vandenack Weaver Truhlsen attorneys will represent and counsel you and your business with zeal and great attention to detail. Experts in tax and business law, our attorneys provide services in many practice areas, including:
From preserving your assets, to ensuring your wishes are followed after your death, our estate attorneys are expert and experienced.
Our attorneys have extensive backgrounds in finance, accounting and business, making them ideal counsel for all issues impacting your business.
Aging, illness and other life events can impact the plans you’ve made. We can pull together legal, medical and support services to manage it all.
Put together strategies that effectively reduce tax liabilities, address regulations and analyze potential liabilities of business decisions with our tax team.
Contact Us
Learn more about our attorneys, specialty areas or how we can support you when you contact DUGGAN BERTSCH OMAHA today. Also feel free to call and arrange an appointment.
