Skip to main content

menu

Services
- Our Services
- Who We Serve
About Us
- Our Team
- Giving Back
Education
Resources
Contact
- Send a Message
Client Log-in
Privacy Policy

Estate Tax Calculator: What's My Potential Estate Tax?

What's My Potential Estate Tax?

Do you have a question?

.no-js form.antibot * :not(.antibot-message) { display: none !important; }You must have JavaScript enabled to use this form.

Your name This field is required.

Your email address This field is required.

Subject This field is required.

Message This field is required.

Leave this field blank

Sign up to receive our Monthly Market Update, Videos and Event Invitations

CONTACT US

1330 Post Oak Blvd. Suite 2190
Houston, TX 77056

Phone: 713-275-7750
Fax: 713-275-7770
Email: info@stavisandcohen.com

ADV Form CRS and Part 2A&B

Subscribe to our Mailing List

NAVIGATION

Services
- Our Services
- Who We Serve
About Us
- Our Team
- Giving Back
Education
Resources
Contact
- Send a Message
Client Log-in
Privacy Policy

DISCLOSURES

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Stavis and Cohen Private Wealth, LLC are not affiliated companies.

Advisory services are offered through Stavis & Cohen Private Wealth a registered investment advisor not affiliated with Purshe Kaplan Sterling Investments. Insurance services are offered through SCF Private Wealth Holdings, LLC. None of the entities mentioned are affiliated with Purshe Kaplan Sterling Investments. Neither Purshe Kaplan Sterling Investments nor its registered representatives offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IN, KS, LA, MA, ME, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. This Firm is Not a CPA Firm.

Securities offered through FSC Securities Corporation, member FINRA / SIPC. Advisory and insurance services offered through Stavis & Cohen Financial, a registered investment advisor not affiliated with FSC Securities Corporation. Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice.

Stavis & Cohen Financial is currently authorized to conduct business in the following states: AR, AZ,CA, CO, IL, KY, LA, MA, MI, NC, NJ, NM, NY, OH, SD, TX, UT, VA, WA, WI. States not listed are subject to inclusion, if needed.

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© 2022 CI Stavis & Cohen Private Wealth All rights reserved.