Sophisticated Planning for Complex Lives, Assets, and Families

At Geiger Law Office, advanced estate planning goes beyond basic wills and trusts. It is about protecting wealth, preserving control, minimizing taxes, and planning for real-life complexity—both now and for future generations.

Advanced estate planning is ideal for individuals and families whose financial lives, family dynamics, or long-term goals require customized legal strategies, not boilerplate documents.

What Is Advanced Estate Planning?

Advanced estate planning focuses on strategic, forward-looking solutions designed to address issues such as:

  • Significant or growing wealth
  • Business ownership or professional practices
  • Blended families or complex family relationships
  • Tax exposure and long-term wealth preservation
  • Asset protection concerns
  • Multi-generational planning goals

Rather than reacting to problems later, advanced planning allows you to anticipate and mitigate risks, seize opportunities, and maintain flexibility as laws and circumstances change.

Who Benefits from Advanced Estate Planning?

You may benefit from advanced estate planning if you:

  • Own a business, professional practice, or investment real estate
  • Have assets exceeding basic estate and gift tax thresholds ($15,000,000 for individuals and $30,000,000 for married couples in 2026)
  • Are concerned about protecting assets from lawsuits or creditors
  • Want to reduce estate, gift, or income tax exposure
  • Have children from multiple relationships or unique beneficiary needs
  • Want to maximize the benefit of your wealth for your family in the future
  • Wish to control how and when heirs receive assets
  • Want to create a legacy that extends beyond simple inheritance
  • Have charitable intent that you would like to include in your planning

Advanced estate planning is not about how much you have—it’s about how intentionally you want to protect and transfer it.

Our Advanced Estate Planning Services

Our firm designs tailored strategic plans that may include:

Strategic Trust Planning

  • Advanced irrevocable trust structures for multi-generational planning
  • Lifetime gifting and wealth transfer strategies to preserve wealth and reduce transfer taxes
  • Asset protection trusts to segregate and safeguard certain types of assets
  • Trusts for beneficiaries with special needs or vulnerabilities
  • Revocable multi-generational and dynasty-style planning
  • Life insurance planning structured outside of your “taxable” estate and provide liquidity for your estate and beneficiaries

Tax-Aware Estate Planning

  • Estate and gift tax minimization strategies
  • Coordinating lifetime transfers with long-term tax planning
  • Planning for flexibility in your plan for changes in tax laws and exemptions

Business & Succession Planning

  • Planning for closely held businesses and professional practices
  • Buy-sell coordination and ownership transition strategies
  • Aligning business succession with personal estate goals

Asset Protection Integration

  • Structuring ownership to reduce risk exposure
  • Coordinating estate planning with liability protection strategies
  • Homestead and residence-related planning where appropriate

Legacy, Charitable & Family Governance Planning

  • Incentive and protective trust provisions
  • Planning for responsible wealth transfer
  • Preserving family values and long-term intentions
  • Charitable planning strategies that provide both philanthropic impact and tax benefits

Every advanced plan is specific and custom to you, coordinated with your overall financial picture, and designed to adapt over time.

Our Approach

At Geiger Law Office, we believe advanced estate planning should be:

  • Thoughtful – grounded in your goals, not assumptions
  • Strategic – designed with both legal and practical realities in mind
  • Clear – explained in plain language so you can make confident decisions
  • Integrated – aligned with your financial, tax, and family considerations

We work closely with clients—and, when appropriate, with their financial and tax advisors—to ensure all pieces of the plan work together seamlessly.

Why Advanced Planning Matters

Without advanced planning, even well-intentioned estate plans can lead to:

  • Unnecessary taxes
  • Loss of control over how assets are used
  • Family conflict or confusion
  • Exposure to creditors or lawsuits
  • Missed opportunities to preserve and grow wealth

Advanced estate planning helps you retain control, reduce uncertainty, and protect what you’ve built—for yourself and for the people you care about most.

Equally important is planning for incapacity or an unexpected death. Without proper planning, families may face unnecessary taxes, creditor exposure, probate delays, and significant administrative costs. Heirs may receive assets before they are ready to manage them, or those assets may be lost to creditors or litigation. Advanced planning helps prevent these outcomes by addressing risks proactively.

Start the Conversation

Advanced estate planning begins with a conversation—not a template.

If your life, assets, or goals extend beyond basic estate planning, we invite you to schedule a consultation with Geiger Law Office to explore strategies tailored specifically to you.

Contact us today to take the next step toward a more secure and intentional estate plan.

Request a copy of Estate Planning Secrets of the Affluent by attorney Brenda Geiger.