Estate planning attorneys · Coral Gables & Miami-Dade
Estate Planning for High-Net-Worth Families
Significant wealth brings more at stake and more complexity. We design estate plans that reduce taxes, protect assets and pass on what you have built according to your wishes, with as little court involvement as possible.
✓ Board Certified Wills, Trusts & Estates attorney on our team✓ Coordinated with your CPA & advisors✓ Clear, personal guidance
Talk with our planning team
Tell us a little about your goals and we will reach out to schedule your consultation.
Planning for larger estates
For families with significant assets, a basic will and trust are only the starting point. A complete plan coordinates ownership, trusts, lifetime gifts, business interests and beneficiary designations so that wealth passes efficiently and stays protected.
The federal estate tax exemption is about $15 million per person in 2026, and amounts above it can be taxed at up to 40 percent. Florida has no state estate tax, which makes careful federal planning especially valuable for Florida residents.
Revocable and irrevocable trust planning
Lifetime gifting strategies
Federal estate and gift tax planning
Business succession planning
Asset protection using Florida law
Coordination with your financial advisors
Strategies we use
Every plan is built around your family and your assets. These are some of the tools we may recommend.
Irrevocable Trusts
Trusts that can remove growth from your taxable estate and protect assets for future generations.
Lifetime Gifting
Annual exclusion gifts and larger planned gifts that use your exemption while you are living.
Business Succession
Plans for ownership and control of a family business when an owner retires, becomes disabled or passes away.
Homestead Planning
Strategies that respect Florida’s homestead rules while carrying out your wishes for your residence.
Generational Planning
Trusts designed to benefit children and grandchildren while protecting assets from creditors and divorce.
Charitable Planning
Charitable gifts and trusts that support causes you care about and can reduce taxes.
Discover
We talk through your family, your assets and what you want to accomplish.
Evaluate
We review your current plan, ownership and tax exposure.
Strategy
You receive a custom plan designed to protect your wealth and your family.
Planning works best when it starts early
Many of the most effective tax and asset protection strategies take time to put in place and must be done well before they are needed. Tax laws also change. Reviewing your plan now gives your family more options and more certainty later.
Frequently asked questions
Straight answers to the questions we hear most. For advice about your situation, schedule a consultation.
Does Florida have an estate tax?
No. Florida has no state estate tax or inheritance tax. Only the federal estate tax applies, which affects estates above the federal exemption amount.
What happens to the exemption when one spouse dies?
A surviving spouse can keep the deceased spouse’s unused exemption through a portability election on a timely filed federal estate tax return.
Do you work with our CPA and financial advisor?
Yes. Coordinating with your other advisors is part of good high-net-worth planning, and we work with them regularly.
How often should a larger estate plan be reviewed?
At least every few years, and whenever tax laws change or your family, business or assets change significantly.
