Estate Planning & Administration
Cox, Sargeant & Burns offers customized solutions to the estate planning, trust administration, and business succession needs of our clients. Our personal services and emphasis on proactive legal review, are focused on assuring that a client’s assets will not be unduly taxed, unfairly or inefficiently distributed, or subject to control by interests outside their family. Our estate planning services include:
Asset Management Planning (Non-Tax)
Incapacity and Gift Planning
Personalized Estate Tax Planning
General Family Legal Planning
Family/Closely Held Business Success Planning
For more information contact Diane Sargeant.