If you want to leave a legacy of generational wealth, you need Councilor’s Trusts and Estates Planning service. We integrate tax strategy, wealth management, and multigenerational planning trusts and estates services so your legacy transfers efficiently and smoothly.
Safeguard what you've built with tax-savvy estate planning. Councilor proactively structures your estate for efficiency, planning around key tax events like changes in the Tax Cuts and Jobs Act (TCJA) to maximize what goes to your heirs.
Relief, Not Guesswork
Leave your estate in order for your heirs. Councilor simplifies complex structures and aligns your estate with your goals, ensuring your intent is accurately captured for a smooth, correct settlement.
The Trusts & Estates Planning Services Built for Your Legacy
Reduce estate taxes by strategically gifting and transferring your wealth. Our certified financial planners align your estate with your overall financial strategy, incorporating structured gifting, charitable giving, retirement planning, and more.
Grow assets under trust with a closely integrated wealth management plan. Our fee-only subsidiary Councilor Wealth helps create a portfolio strategy that aligns investment allocation, trust funding, and distribution strategies.
Avoid filing errors and missed elections that could cost your heirs. Councilor helps you maximize your legacy by preparing Form 706, managing portability elections, and navigating multi-state filings with in-depth insight into state-specific rules and requirements.
Minimize taxes on income-generating trust assets. We work with your attorney and fiduciary to file Form 1041, using tax-savvy strategies to report income, deductions, and losses to your trust and estates.
Stay ahead of changing tax laws. We monitor legislation like the Tax Cuts and Jobs Act and adjust strategies to protect what you've built from exemption cliffs, sunset provisions, and shifting brackets.
Other Dispute Advisory Services
We also support select matters involving business disputes, shareholder issues, contract-related matters, and estate-related conflicts where financial clarity is essential.
Why Attorneys Work with Councilor
Attorneys need financial professionals who are technically strong, practical, and easy to work with. That’s how we approach every matter.
Focused and Relevant
Divorce and related disputes are a core part of our work. We regularly work alongside family law attorneys and understand the financial issues, the pace of matters, and the level of detail required in both negotiated and litigated matters.
Objective and Steady
Whether engaged by one party or jointly, we bring a clear, balanced perspective that supports productive discussion and helps minimize unnecessary friction.
Depth When It’s Needed
We can draw on broader firm resources, including tax and valuation, while staying focused on what matters most to the case.
Clear and Defensible
Our work is organized, transparent, and built to hold up in negotiation or court.
When your trust and estate planning is integrated into a comprehensive financial plan, you can leave more for your heirs. Councilor’s Financial Planning service creates alignment between your legacy and financial goals, turning market wins into life wins.
