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Protect Your Wealth &

Secure Your Family’s Future

Estate planning on your own can be complicated, costly, and overwhelming. Between state taxes, probate courts, insurance, retirement accounts, and healthcare considerations, mistakes or oversights can be expensive. That’s why EG Fox is here to guide you every step of the way.

Our Services

Comprehensive support for your estate planning beyond the basics, tailored to your family’s needs,

financial goals, and long-term legacy.

Living Wills & Trusts

Draft, organize, and manage legal documents that clearly outline your wishes, protect your loved ones, and ensure smooth administration of your estate.

Lifetime Family Wealth Transfers

Plan the efficient transfer of assets to family members while minimizing taxes, preserving wealth across generations, and reducing potential conflicts.

Family Partnerships & Business Interests

Coordinate estate and business planning to safeguard family-owned businesses, partnerships, and shared assets, ensuring continuity and stability.

Charitable Giving Strategies

Incorporate charitable contributions into your estate plan to support the causes you care about, while also providing potential tax advantages.

Estate & Trust Tax Preparation

Accurately manage all estate and trust tax matters, reduce tax liabilities, maintain compliance with regulations, and avoid costly mistakes.

Why Estate Planning Matters?

Many questions arise when thinking about estate planning:

Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Are there children from a previous marriage?
Should assets be protected from creditors?
Can taxes be minimized?
Can probate delays and costs be avoided?

Without expert guidance, estate planning can feel frustrating and intimidating, but proper planning saves your family time, money, and heartache.

How We Help?

Every estate is unique. We take the time to understand you, your family, and your relationships. Our team provides advice, recommendations, and tools to make your estate planning simple, efficient, and worry-free.

We guide you to:

Define your estate planning goals clearly
Assemble your estate planning team (law, finance, taxes) if needed
Evaluate and recommend planning options
Should assets be protected from creditors?
Prepare, organize, and review wills, trusts, healthcare directives, and powers of attorney
Minimize probate costs and taxes
Arrange for management of your estate in case of incapacity
Create a plan to transfer assets according to your wishes
Organize fair liquidation of estate assets
Amend your plan as circumstances change

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