Fairfield County High Net Worth Tax Shelter Attorney
High Net Worth Tax Shelter Attorney in Greenwich, Stamford, Darien, Westport,
Fairfield, Trumbull, New Haven and Milford
If you have a high net worth, you may face not only high income taxes but
estate taxes. However effective strategies exist to provide tax shelters for both your
assets and income. This can enable you to have more money for your immediate
use and be able to pass on more wealth to your children. For seasoned
tax shelter advice, you are urged to contact a Fairfield County estate
Income and Estate Tax Shelters
An effective tax shelter is a life insurance policy wrapped in the irrevocable
trust to leverage the size of your estate and provide an even larger benefit
to your loved ones or to replace a benefit for them while freeing up additional
assets for other purposes (e.g.
charitable giving). If properly designed and drafted, this planning tool can help you avoid
unnecessary estate and income taxes.
Note: It is important to ensure that the tax and legal consequences of
any shelter strategy are discussed with an
estate planning attorney and your financial advisor.
This as well as any other type of planning requires strict compliance
with state and federal guidelines. Furthermore, any instruments (such
as trusts) used to carry out these strategies must be drafted with the
state and federal rules in mind and proper procedures must be followed
in order to ensure the benefits of the strategy. If this type of planning
is important to you,
contact my office so I can assist.
Proudly serving Fairfield County and New Haven County, Connecticut.
Massih Law, LLC, I provide clients with high net worth advice on tax shelters against
income and estate taxes. I am John N. Massih. I am pleased to meet with
residents throughout Fairfield County and New Haven County including,
but not limited to, Greenwich, Stamford, Darien, Westport, Fairfield,
Trumbull, New Haven and Milford and counsel them on how to properly shelter
their income and assets from taxes in compliance with State and Federal Law.
My objective is to craft effective shelters to assist my clients to keep
the fruits of their labor and effectively pass them on to their children.
Contact a Connecticut High Net Worth Tax Shelter Lawyer
at the firm to discuss your tax shelter needs.