Legal Services

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$199 Tax Prep
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Includes Tax Reduction Planning
A $350 Value!
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CT Residents Only Ages 50+

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Legal Services

What Legal Services Do You Need in Retirement?

Let Cowen Tax Advisory Group guide your legal needs in conjunction with your financial planning and tax advisory team.

As you seek to complete the many details of a complete retirement plan, inevitably you’ll encounter a range of legal services, questions and needs. It can be confusing to know who to talk to about these legal questions, as they often combine both financial and legal issues. Do you talk to an estate planning attorney first? Do you talk to your advisor instead? Who can you turn to for help?

Cowen Tax Advisory Group specializes in helping our clients navigate the legal and estate planning services they need throughout their retirement. With our team of experienced financial advisors and strategic legal partners, we can answer nearly any question you may have.

Legal Services Details – We Can Help You With:

  • Wills and trust planning.
  • Powers of attorney.
  • Living will (health care proxy).
  • Estate Planning.
  • Health care planning.

When it comes to planning your legal affairs and your finances, there’s never a better time to start than now. Don’t procrastinate on these important matters. Call Cowen Tax Advisory Group today to schedule a time to talk to one of our experienced team members.

Talk to Us Today About Your Legal & Estate Planning Needs

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