Legal Services
Legal Services Details:
Wills and trust planning
Powers of attorney
Living will (health care proxy)
Estate Planning
Health care planning
Will revision and nullification
What Legal Services Do You Need in Retirement?
Cowen Tax Advisory Group offers legal coordination with your financial planning and tax advisory team.
As you work with us to facilitate your unique retirement plan, you will likely encounter a range of legal questions and needs with both financial and legal consequences. It can be hard to know where to go for help—your advisor or an estate attorney? If you need both, will they be able to work together?
Cowen Tax Advisory Group specializes in helping our clients navigate the legal and estate planning challenges that crop up throughout their retirement. Whether it’s drafting a will, creating a special needs trust, building a comprehensive estate plan, or arranging for powers of attorney to pass to a trusted friend or relative in the event you are incapacitated, we are ready to help. With our team of experienced financial advisors and strategic legal partners, we can answer nearly any question you may have.
When it comes to planning your legal affairs and finances, there’s never a better time to start than now. Don’t procrastinate–call Cowen Tax Advisory Group today to schedule a free estate planning consultation.
