Estate Planning

New York/Connecticut Estate Planning Attorney

If you’re a high net worth individual, an experienced estate planning attorney is critically important.  That’s because you can thereby ensure that you’re able to pass the fruit of your labor to the next generation or other desired beneficiary. That requires carefully planning for the future. Your attorney is a crucial element in any estate planning, which might include elements of succession planning, wealth transfers and both immediate and future taxation issues.

To protect your assets, or provide for your family when you’re gone, contact us; we’re here to help.  Attorney Joseph Callahan has over 35 years of legal experience as well as a master’s degree in accounting. As a New York/Connecticut lawyer and former CPA, he is uniquely qualified to provide estate planning services for individuals, families, professionals and business owners. To schedule an appointment with an estate planning lawyer, please call toll free 844-MCC-4TAX, alternatively, you can contact us online.

Estate Planning Overview

We will begin by reviewing your assets and estate planning objectives. After discussing your options, we can draft wills and trusts, durable powers of attorney, health care proxies and business succession planning documents that will protect you, your family or your business in the future. A comprehensive estate plan allows you to:

  • Leave assets to the people or organizations you choose
  • Eliminate or minimize estate tax
  • Provide for your loved ones after your death
  • Determine who will manage your property and finances in the event of incapacity
  • Determine who will make health care decisions if you are incapacitated
  • Protect your business

In addition, a carefully thought out estate plan reduces the potential for beneficiary conflicts.  The end result, of course, is to minimize the risk of family members engaging in costly, contentious estate litigation.

The firm also provides probate and estate administration services for executors, trustees and administrators. There are numerous benefits to beginning your estate planning process today.  In addition to the obvious, you can add peace of mind to the list!

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