Estate Planning

Strategic planning is essential to securing the longevity of your estate and legacy. Sax Wealth Advisors collaborates directly with Sax LLP, an accounting, tax and advisory firm, to work with you and your loved ones on the necessary steps to developing a successful Estate Plan. Your dedicated team of advisors will create and/or review Wills and Trusts, review beneficiaries on existing accounts or documents, establish annual gifting parameters and implement or update insurance policies and investment portfolios.

As life progresses and goals change, we work hand-in-hand with you to eliminate future risk due to unforeseen financial burdens. This includes properly protecting and investing your assets and establishing a plan to transfer your wealth to your heirs in the most tax efficient manner.

Planning for the future is an exciting process and Sax Wealth Advisors will effectively guide you through building a multi-generational legacy.