Estate counsel
Estate & Trust Planning
Your estate plan should reflect your family, your assets, and your intentions. Bring personal and business considerations together in a thoughtful plan for the future.
Book a ConsultationIndividuals, families, and business owners seeking a coordinated approach to their legacy.
A focused service.
A connected perspective.
In this service
View All ServicesEstate and trust matters we handle.
- Basic & Advanced Estate Planning
- Gift Tax Planning
- Irrevocable Trust Planning
- Wills, Revocable Living Trusts, & Powers of Attorney
- Wealth-preservation Strategies
Start with your priorities.
A meaningful plan begins with an understanding of the people and responsibilities in your life. We discuss your objectives and the issues that a tailored plan should address.
- Family priorities and long-term intentions
- An overview of assets and existing arrangements
- Planning questions and next steps
Consider the role of a trust in your wider plan.
Trust planning is considered in the context of your goals and circumstances. The conversation focuses on how the different parts of an estate plan can work together.
- Discussion of trust planning objectives
- Review of existing planning documents
- Coordination with financial and tax advisors
Connect what you have built with what comes next.
For business owners, a legacy conversation often includes the future of the company. We consider the relationship between your estate planning and your business interests.
- Business ownership considerations
- Long-term transition objectives
- Alignment across business, tax, and estate planning
Your first conversation
Start with what matters to you.
Bring an overview of your situation, your priorities, and any relevant documents. We will discuss whether the firm is the right fit and the scope of a potential engagement.
Book a ConsultationA thoughtful next step
Let's talk about what comes next.
Your business. Your priorities. Your future.
Start a conversation with Cox Business & Tax Law.