Welcome
Secure Your Future with Cambridge Tax & Trust
Our Commitment To You
The Cambridge Mission Statement
Cambridge Tax and Trust provides a lifetime of peace of mind and protection for you and your loved ones. We've created an elegant solution to securing your assets with our comprehensive network of expert attorneys and asset management professionals.
Our committed team will support you with every step in creating your estate planning documents, powers of attorney, medical proxies, wills, and trusts, ensuring that you can seamlessly transfer your assets to those you care about.
Protect what matters most for those who matter most.
Goals of Estate Planning
Guardianship for Children: Appoint guardians for any minor children
Disposition of Assets: Ensure that all assets (probate and non-probate) pass according to your wishes and not those of the state or the judge
Tax Savings: Minimize estate (“death”) taxes, gift taxes, generation-skipping transfer taxes, and income taxes
Creditor Protection: Protect assets from current and future creditors
Lower Expenses: Minimize the administrative expenses of the probate process
Privacy: Protect the privacy of the probate assets
Transition: Provide for seamless family business succession
Our Packages
Cambridge Tax & Estate offers professional tax and estate planning services with tailored packages to meet every individual’s needs.
Family Financial Protection Plan 1
1. Comprehensive Estate Planning Analysis and Report
2. Two sets of Incapacity Documents including Powers of Attorney and Medical Proxies
3. Two sets of Testamentary Documents Including The Last Will and Testament and any Related Codicils
4. Two sets of Revocable Trusts including Addendums and
options for Convertible Revocable Trusts to maximize tax exemption for the surviving spouse
$6200
Family Financial Protection Plan 2
1. Comprehensive Estate Planning Analysis and Report
2. Two sets of Incapacity Documents including Powers of Attorney and Medical Proxies
3. Two sets of Testamentary Documents Including The Last Will and Testament and any Related Codicils
$2950
Individual Financial Protection Plan 1
1. Comprehensive Estate Planning Analysis and Report
2. One set of Incapacity Documents including Power of Attorney and Medical Proxy
3. One Set of Testamentary Documents Including The Last Will and Testament and any Related Codicils
4. One Set of Revocable Trusts including Addendums and
options for Convertible Revocable Trust to maximize tax exemption for the surviving spouse
$4000
Individual Financial Protection Plan 2
1. Comprehensive Estate Planning Analysis and Report
2. One set of Incapacity Documents including Power of Attorney and Medical Proxy
3. One Set of Testamentary Documents Including The Last Will and Testament and any Related Codicils
$2050
For FFPP1 and IFPP1, ask us about the Continued Care Package offered by Cambridge Tax & Estate Corp., a New York, not-for-profit organization offering 6 months of continued care and consultation regarding any trusts formed by Tamir Law Group P.C.
Contact Us
Address
866 United Nations Plaza | Suite 481 | New York | New York 10017
Contact
212.444.9970
Opening Hours
Monday -Thursday
8:30 am – 6:30 pm
Fridays
8:30 am – 2 hours before sundown
