Estate, Probate & Tax Law Attorneys
Mesa │ Tucson │ Scottsdale AZ

A Mesa Tax Lawyer Serving Your Estate Tax Planning Needs

Secure your future with the help of an experienced tax attorney

While there is no way to completely eliminate your estate's tax liability, an experienced Mesa tax lawyer from Brown & Jensen understands how to preserve as much of your wealth as possible for future generations.

Estate tax planning is a critical component of the overall tax plan for many Arizonans, and for good reason. Everyone wants to secure a strong legacy for their heirs.

Attorney Shad M. Brown, the lead tax lawyer at Brown & Jensen, has a deep understanding of tax planning and asset protection. He is joined on estate tax planning cases by attorney Scott T. Jensen, who also brings extensive estate planning experience. Our law firm will put in the hard work needed to create a plan that safeguards as much of your estate as possible. Contact us today for a free consultation.

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How can a tax attorney preserve your estate?

There are a number of means a tax lawyer can employ to protect your estate from tax liability. Some of those methods include:

  • Living trusts: These types of trusts are created while you are still alive to help avoid probate and manage your assets.
  • AB trusts: For married couples with extensive assets, this type of trust can significantly reduce your federal estate tax.
  • Wealth replacement: A wealth replacement trust or irrevocable life insurance trust (ILIT) uses funding from life insurance policies or proceeds to minimize estate taxes and provide liquid funds for your estate to pay off taxes and debts.
  • Gifting strategies: A variety of gifting strategies, such as charitable gifting, gifting to family entities and generation-skipping trusts, can be used to reduce your estate's tax liability.

These are just a few of the tax planning techniques a tax attorney from our Mesa law firm can employ to help shield your assets from tax liability.

Let Brown & Jensen help you come up with a plan for your future

Our law firm will work with you to create a comprehensive tax plan that incorporates all of your assets and preserves as much of your estate as possible. Our tax attorneys think creatively and work diligently, using every means available to secure your legacy while remaining in full compliance with state and federal laws.

Make sure your legacy is prepared to withstand taxes. Contact us today for a free consultation.

3850 E Baseline Rd, Suite 112
Mesa, AZ 85206
(480) 447-7107
7473 E. Tanque Verde Road
Suite 100
Tucson, AZ 85715
(520) 822-8239
9375 E. Shea Blvd.
Bld 100, #214
Scottsdale, AZ 85260
(480) 771-2261
1300 North McClintock Drive
Suite B4
Chandler, AZ 85226
(480) 418-8641
14441 W. McDowell Road
B102 Suite E
Goodyear, AZ 85395
(623) 232-0674
14050 N. 83rd Avenue
Suite 290H
Peoria, AZ 85381
(623) 900-1823
40 N. White Mountain Road
Suite A
Show Low, AZ 85901
(928) 813-0417
630 E. Highway 260
Suite B
Payson, AZ 85541
(928) 478-8833