chess pawns on a surface We Know

Trusts & Estates

Service Leader

Joy Matak, JD, LLM

Joy E. Matak

Contact

Parsippany, NJ
973-472-6250
[email protected]

Service Leader

Lawrence M. Gradzki, CPA, JD, LLM

Lawrence Gradzki

Contact

Parsippany, NJ
973-472-6250
[email protected]

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:

Tax Alert: Proposed Changes to Individual, Business, Estate and Trust Taxes

On September 13, 2021 the House Ways and Means Committee released its sweeping tax proposals…

Watch the Q3 TAX with SAX webinar

In case you missed it, join  Shivani Jain, leader of Tax at Sax along with…

New Budget Reconciliation Package: Plan NOW for the Estate Tax Overhaul

Throughout 2021, SAX has been warning of dramatic and substantial structural changes that will severely…

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