Case Results for Elder, Wills, Estates, Trusts, Special Needs, Business, & Tax Law in Connecticut and New York

Revocable Living Trust is the Best Vehicle

A couple was living in Fairfield County Connecticut.  They had a house in Wilton and and in Florida.  They had a fair amount of assets and wanted to make sure their estate was in order and taxes were minimized.

We discussed their assets, their children and their desires.  We covered all the options.  We considered the federal, Connecticut and Florida estate taxes and where they should reside.  

Ultimately, we determined that a Revocable Living Trust was the better vehicle to handle their assets and the additional work and cost was worth the effort.  We made sure their was no estate tax.

So, we put in place a Revocable Living Trust and made sure the assets were properly moved into it.  Then we drafted a new Will, Health Care Directive and Power of Attorney.  

Practice area(s): Estate Planning

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John Sweeney

John is an experienced lawyer who helps you solve your problems. He practices Elder, Wills, Estates, Trusts, Special Needs, Business, & Tax Law in Fairfield County CT and Westchester County New York. He brings a wealth of experience in law, business, tax, insurance, and finance to arrive at practical solutions with compassion and care. Honest, direct and practical, he is focused on you and your problems. He also brings a wealth of personal experience from his own large family and aging parents.

Elder, Wills, Estates, Trusts, Special Needs Tax & Business Law; Attorney John Sweeney

Sweeney Legal, LLC, provides legal, practical, and business counsel to Seniors, families, and businesses in the Fairfield, Connecticut area, including the communities of Bridgeport, Bethel, Brookfield, Danbury, Darien, Easton, Fairfield, New Canaan, Newtown, Norwalk, Redding, Ridgefield, Stamford, Weston, Westport and Wilton. John is also licensed in New York serving Westchester County including the towns of Bedford, Lewisboro, Mount Kisco, North Salem, Pound Ridge, and Somers.