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ESTATE TAX PLANNING

Estate tax planning involves organizing your assets and finances in such a way that it minimizes the tax burden on your estate before ownership is transferred to your heirs. The team at Scott Counsel knows that estate tax planning isn’t just about minimizing taxes — it’s also about preserving your legacy and values for future generations. Working together, we can craft a plan that also supports charitable causes you’re passionate about or instills a passion to pursue higher education in your heirs. Overall, strategic estate planning with an eye to minimizing the tax burden on your estate allows you to shape the legacy you leave behind.

Scott Counsel has the experience you need to address both the legal and financial ramifications of distributing an estate. Start the estate planning process today with a FREE consultation with Scott Counsel.

Virtual Consultations Include the WHOLE Family

When families live far apart or seniors have mobility issues, a virtual meeting with Scott Counsel makes it easy to include everyone in the conversation.

Peace of mind starts with a FREE Consultation.