Will Lawyers

New York/Connecticut Will Lawyers

Wills and Trusts – The Cornerstone of an Estate Plan

If you are a high net worth individual, it’s important to have a comprehensive estate plan in place. Our New York/Connecticut Will lawyer can help with that.  Instead of letting the wealth you’ve accumulated be siphoned away by taxes, create an estate plan that distributes your assets while minimizing taxes.

Attorney Joseph Callahan has over 35 years of legal experience as well as a master’s degree in accounting. As a lawyer and former CPA, he understands sophisticated finances, including business holdings. Through estate planning, he can help you protect assets from the IRS and creditors. Mackay, Caswell & Callahan, P.C., represents individuals, families, professionals and business owners. Please contact us online or call our office toll free at 844-MCC-4TAX to arrange an appointment with a New York/Connecticut trust attorney.

New York/Connecticut Will Lawyers To Make Your Estate Plan Work for You

Regardless of income or assets, every adult should have a will, durable power of attorney, and, if necessary, a trust to shield assets from taxes. A will is subject to probate and assets subject to probate are also subject to estate taxes. However, the appropriate trust can minimize or eliminate estate taxes. One option is a living trust. Living trusts are created while the grantor is alive. They can avoid the time and cost of probate if the assets are transferred into the trust prior to the grantor’s death. Living trusts may also be used to manage assets for beneficiaries after the grantor dies. In addition, a living trust can provide financially for the grantor if he or she becomes incapacitated.

Individuals with high net worth estates need to consider asset protection as they create their estate plans. Asset protection is best managed by trusts and other tools, such as:

  • Educational trusts
  • Charitable remainder trusts
  • Family limited partnerships
  • Life insurance trusts
  • Tax planning
  • Business succession planning

During the estate planning process for people with considerable assets and complex financial holdings, a lawyer at Mackay, Caswell & Callahan can provide valuation for businesses and additional assets. We will discuss your options and help you create an estate plan that minimizes estate taxes and protects your assets from creditors, judgments and the government.

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