Trusts & Estates

Sax’s Trusts & Estates advisors have been helping individuals and families preserve, protect, and enhance their financial legacy for over 65 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:

New York Amends PTET Tax and Implements New York City PTET Election

The deadline to make the revised New York State (“NYS”) pass-through entity tax (“PTET”) election…

New Jersey Convertible Virtual Currency

In today’s financial landscape, uncertainty is at the forefront of most people’s minds. This is…

COVID-19 Paid Leave Tax Credits for Self-Employed Individuals

Are you self-employed? If so, you may be eligible for a refundable tax credit of…

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