Advanced estate planning goes beyond the basics—it’s about safeguarding significant wealth, reducing tax burdens, and ensuring your legacy endures. If you’ve built substantial assets, own a business, or want to design a strategic giving plan, our advanced estate planning services help you preserve what you’ve worked for and transfer it efficiently.

Why Advanced Estate Planning is Essential:

  • Minimize Taxes: Reduce estate, gift, and GST taxes to keep more wealth within your family.
  • Avoid Probate Delays: Ensure a smooth, private asset transfer without unnecessary complications.
  • Protect Your Assets: Shield your wealth from creditors and potential lawsuits.
  • Plan for Business Succession: Maintain continuity and support long-term business growth.
  • Optimize Charitable Giving: Maximize your impact while benefiting from tax savings.
  • Establish Florida Residency: Take advantage of Florida’s tax-friendly policies and asset protections.

Key Strategies for Wealth Protection & Tax Efficiency

  • Family Limited Partnerships (FLPs): Lower estate and gift taxes while keeping control over your assets.
  • Irrevocable Trust Planning:
    • Qualified Personal Residence Trusts (QPRTs): Transfer your home at a reduced tax value while continuing to live in it.
    • Irrevocable Life Insurance Trusts (ILITs): Remove life insurance proceeds from your taxable estate.
    • Gift Trusts for Children/Grandchildren: Remove assets from your taxable estate by making complete/incomplete gifts to loves ones
    • Spousal Lifetime Access Trusts (SLATs): Provide tax advantages and financial flexibility for married couples.
    • Beneficiary Defective Inheritor’s Trusts (BDITs) & General Power of Appointment Trusts (GPOA Trusts): Enhance tax and creditor protection while reducing capital gains taxes.
  • Domicile Planning: Secure Florida residency to eliminate state income and estate taxes, reduce audit risks, and maximize asset protection benefits.

Plan for the Future with Staab Law

Tax laws and exemptions are constantly changing—waiting too long could cost you. Work with Staab Law to develop a customized, tax-efficient estate plan that aligns with your values and financial goals.

Schedule Your Consultation Today


Let us help you protect your wealth, reduce your tax burden, and secure your legacy. Contact our Florida Estate Planning Attorney to get started.