Protect Your Legacy With Peace of Mind
Trust and estate planning isn’t reserved for the super wealthy. It’s determining what happens to your assets today, and how you distribute them later, minimizing taxes, probate, and guaranteeing your wishes are fulfilled. With Reynolds + Rowella, we guide you through trust and estate planning that’s honest, practical, and tailored just for you.
Decisions surrounding the passing of a loved one or planning for your own passing can be difficult and emotional. Reynolds + Rowella, is committed to providing trustees and executors with the personalized trust and estate planning that eases their burdens.
CONTACT USWhy Trust Planning & Estate Planning Matter
Your estate plan is one of the most important documents you will ever own. Without one, state laws will dictate many decisions on your behalf, leading to unwanted results, high legal fees, and family conflict. Effective planning can minimize estate taxes and provide asset protection for your family and future generations. Our experience allows us to provide sound guidance in all areas of trust and estate taxes. With proper planning, you can:
- Guide your assets where you want, rather than having them follow default legal guidelines.
- Reduce estate and gift tax exposures where possible
- Guard your family by appointing guardians, establishing trusts, and making arrangements for incapacity (through powers of attorney, health care directives)
- Minimize probate delays and potentially avoid the expenses associated with them
- Pass on a legacy that expresses your values, whether charitable donations or other provisions
Our Estate Planning Services
We tailor trust & estate planning to your situation and goals.
- Trust & Will Planning – Establishing revocable or irrevocable trusts and wills, which honor your wishes for the transfer of assets.
- Legacy & Asset Transition Planning – Coordinating the transfer of your wealth to beneficiaries
- Charitable Giving Strategies – Creating charitable trusts that allow you to give back efficiently and tax-wise.
- Tax-Efficient Estate Planning – Minimizing estate, gift, and other transfer taxes where federal and state thresholds exist.
- Incapacity Planning – Powers of attorney, advance healthcare directives, and contingency plans so that your matters are in order if you’re unable to.
- Preparation of Form CT-706 NT, Connecticut Estate Tax Return (for Nontaxable Estates)
- Probate Accounting – Financial reporting for estate settlements and fiduciary obligations.
- Fiduciary Income Taxes – Preparing and filing income tax returns for estates and trusts to ensure full compliance.
Our Estate Planning Process
We operate in an open, client-centered manner so you can feel confident at every step:
1. Learn Your Goals
We’ll talk with your family, assets, wishes, and priorities.
2. Evaluate Current Situation
Review existing wills/trusts, financial accounts, investments, and legal documents.
3. Design a Plan
Prescribe trust or will structures, tax planning, and protection strategies aligned with your goals.
4. Coordinate with Experts
Work alongside an attorney and financial advisors to offer legal drafting and financial alignment.
5. Implement & Monitor
Help you implement the plan and review it occasionally to adapt to life or law changes.
Who Is Estate Planning For?
You might find trust & estate planning helpful if you are:
- A property owner or person with real property or investment holdings
- A parent who wants to name guardians or determine what should happen to their minor children
- Someone who has retirement accounts, owns a business, or has other assets that are not wages
- A retiree preparing to leave property to heirs or beneficiaries
- You want to give charitably or create a legacy
TRUST & ESTATE PLANNING
Our comprehensive Trust and Estate Planning services help you protect your assets, provide for future generations, and ensure your intentions are carried out. With our team of experienced advisors, we offer the full range of services needed to manage complex financial and family situations.
Reynolds + Rowella provides personalized Estate and Trust Planning solutions for individuals, families, and business owners, tailored to your unique goals and circumstances. We approach your estate plan with the same dedication and precision we would apply to our own.
FAQs: Trust & Estate Planning
Often yes. A will deals with asset distribution and guardianship, but a trust can avoid probate, maintain privacy, and control assets in the event of incapacity.
Trusts are legal arrangements that hold assets for beneficiaries. They allow more flexibility in distributing the way and when assets can save taxes, and can preserve assets safely in certain situations.
That depends on your entire assets and the current tax law. We design plans that take into account federal and state estate/gift tax exclusions to make sure you pay as much as you can legally.
At least every 3-5 years, or sooner if you experience major life events like marriage, divorce, birth of a child, or large increases in your assets.
We help you design the plan, work with your lawyer, and make all the strategies legally correct. But the actual legal documents are typically drawn up by licensed attorneys.
CONTACT US
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Contact details
RIDGEFIELD OFFICE
38 C Grove Street
Ridgefield, CT 06877
NEW CANAAN OFFICE
51 Locust Avenue, Suite 305
New Canaan, CT 06840
Media Inquiries
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