Estate Tax Planning

Secure your future with help from our law firm

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. And while there is no way to completely eliminate your estate's tax liability, the attorneys at Brown, Naegle, Crider & Jensen LLC understand how to preserve as much of your wealth as possible for future generations.

Attorney Shad M. Brown, our lead tax lawyer, has a deep understanding of both tax law and estate law. He is joined on estate tax planning cases by attorney Scott T. Jensen, who also brings extensive estate planning experience. Our team will put in the hard work needed to create a plan that safeguards as much of your estate as possible.

Methods we can use to preserve your estate

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

  • Living trusts: This type of trust is 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 we can employ to help shield your assets from tax liability. Our team 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. We 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 to schedule your free consultation.

3850 E Baseline Rd Suite 112
Mesa, AZ 85206
local phone: (480) 378-9000