How snowbirds and dual-state residents should plan their estates, fix Florida domicile, and protect a surviving spouse’s elective share. A Florida attorney explains.
Florida beneficiary designations on life insurance, IRAs, and POD accounts override your will. Learn how this affects spouses and elective share.
When do irrevocable trusts make sense in Florida? Real scenarios on asset protection, Medicaid planning, and the control you trade away under Chapter 736.
How a Florida family skipped probate using a Lady Bird deed, beneficiary designations, and a revocable trust under Chapters 731-735.
Picking a Florida trustee: the duties, the difference from an executor, and how to weigh family members against professional trustees.
Divorced, remarried, or new to Florida? Learn when and how to update your estate plan under Florida law, plus elective-share traps for spouses.
How Florida trust administration works after the grantor dies: successor trustee duties, the 30-day notice, creditor claims, and surviving-spouse elective share.
How Florida parents name a guardian for minor children, why a will is the key tool, and the money mistakes that trip families up.
Walk through what Florida law does with your home, money, and kids if you die intestate, plus the homestead and probate surprises that catch families.
How to name a guardian for your minor children in a Florida estate plan, including the role of your will, court approval, and protecting their inheritance.
How Medicaid asset protection planning works in Florida: the 5-year look-back, exempt assets, spousal protections, and trusts that preserve a legacy.
How Florida business owners plan their estate and succession—buy-sell agreements, trusts, elective share, and protecting a surviving spouse’s interest.
Annual exclusion gifts, 529 plans, and direct tuition payments help Florida families shrink a taxable estate. A scenario-driven guide.
When do irrevocable trusts make sense in Florida? A Florida estate attorney explains asset protection, Medicaid, taxes, and elective-share traps.
A Florida living trust keeps your estate out of public probate records, shielding your assets, heirs, and finances from prying eyes. Here’s how it works.
Florida has no state estate or inheritance tax. Here is how the federal estate tax actually affects Florida families, with a real-world example.
How a Florida special needs trust lets you provide for a disabled loved one without ending SSI or Medicaid eligibility. A scenario-based guide.
Blended families face unique estate risks in Florida, from the elective share to homestead. A scenario-driven guide to protecting both spouse and kids.