Trusts & Estates
Sax’s Trusts & Estates advisors have been helping individuals and families preserve, protect, and enhance their financial legacy for over 67 years.
We can help you solidify a plan that positions you for greater wealth and a lesser tax burden. This goes for everyone, not just the 1%.
Estate and trust planning is vital to your financial victory, wealth preservation to secure the future for your loved ones, and the success of your business for generations to come. The process is intricate and can be complex – it is important that you have the right partner in your corner that has the expertise and can provide you with superior, personalized guidance to address your unique needs and goals.
Sax Trusts & Estates advisors have deep, specialized knowledge in the areas that mean the most to your future success.
Reach out for a conversation on your specific needs, including but not limited to:
October 8, 2024
The Massachusetts Department of Revenue (“MA DOR”) will waive most penalties for taxpayers who participate…
August 26, 2024
As we are more than halfway through 2024, now is the time to start thinking…
August 12, 2024
For decades, retailers and wholesalers of tangible personal property (i.e., merchandise) have been protected from…
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