Client Centric Planning from People Who Listen
Cody & Cody is a full-service estate planning law firm specializing in counseling individuals and families in estate, business, tax, charitable and long-term care planning. Cody & Cody is dedicated to developing custom estate plans that not only address our clients’ tax and probate concerns, but that are also consistent with their personal outlooks on family, money, career, work ethic and philanthropy.
We realize that each and every client brings a unique set of goals, needs, obligations and responsibilities to each engagement. By taking a “listen first” approach, we can uncover all of those important factors and customize an estate plan specifically tailored to meet your personal goals in a language that you (and your loved ones) can easily read and understand.
When You Should Set-Up and Review an Estate Plan
At Cody & Cody, LLC, we feel that everyone should have an estate plan that is designed to match their current needs and desires. To help decide when to set up and update your estate plan, Cody & Cody has developed the Cody & Cody Milestones. Updating your plan at these stages in life can help you and your family stay on track with planning to ensure your plan meets your needs at every stage of life. Please click here to learn more about Cody & Cody Milestones.
If periodic updates to your plan at various stages in life are not enough and you would like the flexibility of being able to change your plan as often as you like, Cody & Cody offers the Annual Maintenance Program. For an annual fee, clients can change the particulars of their estate plan and ensure that legal changes are automatically incorporated into their plan as necessary. To learn more about the Annual Maintenance Program features and how to enroll, please click here.