Estate & Tax Planning

MeneoGoldfield, LLC, provides sophisticated and creative estate and estate tax planning. The firm strives to create wills, trusts and other estate planning documents that will pass wealth to family, friends and charity in accordance with the client’s wishes while reducing taxes and estate administration costs at death.

The firm appreciates that complete estate planning entails more than just the disposition of property at death. Accordingly our estate services encompass the consideration of lifetime gifts, asset protection, end of life medical choices and planning for the possibility of incapacity. Sophisticated, tax efficient gifting techniques, living wills and health care directives, powers of attorney, special needs trusts and business succession documents are all part of the estate planning process.

Many of our clients are individuals and families that have been with the firm for years and we have counseled and planned for the needs of multiple generations of the same family.

If you would like to contact us to schedule an appointment to discuss your estate planning needs with our firm, use the “Get Started” submission form, give us a call (203-787-9222) or simply email us (info@meneogoldfield.com)