Advanced Estate Planning

Estate planning is essential for every family, but it becomes especially critical when you have a high-value estate. With more assets at stake, the absence of a comprehensive plan can lead to unnecessary taxes, exposure to creditors or lawsuits, and unintended consequences for future generations. Proper advanced planning not only protects what you’ve built—it creates opportunities for long-term preservation and strategic growth.

Advanced estate planning can help you:

• Protect assets from divorce, unprotected inheritances, health-related expenses, creditor claims, taxes, lawsuits, and other financial risks
• Maintain your current standard of living
• Reduce income, estate, excise, and generation-skipping transfer taxes
• Safeguard inheritances for beneficiaries who may be too young or not yet financially mature
• Protect your children’s inheritance in the event they marry, divorce, or face outside influences
• Ensure children from prior relationships and separate property assets remain protected in blended family situations
• Preserve and pass on the legacy you intend for future generations

We work with you to evaluate your goals, risk profile, and family dynamics to determine the level of asset protection planning appropriate for your circumstances. Depending on your needs, we may recommend strategies such as:

• Insurance planning
• Pre-marital and marital agreements
• Asset segregation
• Strategic choice of jurisdiction
• Lifetime gifting and gift programs
• Entity formation
• Tax-efficient planning
• A variety of specialized trusts, including irrevocable trusts, dynasty trusts, charitable trusts, GRATs, QPRTs, standalone retirement trusts (SRTs), special needs trusts, and trusts for minor beneficiaries

There are many ways to protect your wealth during your lifetime and ensure it passes to the next generation in the way you intend. To discuss which advanced planning strategies may be right for you, contact us. If you’re ready to begin, click here.