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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.​​

Tune in to the new radio show "LAWYER-UP," hosted by Cambridge Attorney Zaki Tamir

 Thursday nights at 9:30 PM 

on WSNR Radio 620 AM DIAL

Click below to listen LIVE!

Family Garden

Legal Consultation

Schedule Online or call us today at  212.444.9970

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

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Our Packages

Cambridge Tax & Estate offers professional tax and estate planning services with tailored packages to meet every individual’s needs.

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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

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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

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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

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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

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