James Robert Cody
ESTATE & TRUST SERVICES
It's never too early to begin planning for the eventual transition of wealth. We work with you to create a legacy that provides for your family and maintains your values and vision across future generations. We can help you to:
* Integrate estate plans with tax, investment, business and insurance planning
* Define and fulfill your philanthropic goals
* Transfer wealth tax efficiently
* Plan for business succession
* Identify the most beneficial trust structures for your particular needs
James R Cody
Harris myCFO
1080 Marsh Rd #100
Menlo Park CA 94025
Tel: 650 210-5104
Fax: 650 210-5010
E-mail: jcody@mycfo.com
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