Health Care Proxies and Advance Directives in Florida: How the Okafor Family Was Ready
A Florida walk-through of health care surrogates, living wills, and advance directives under Chapter 765 when a medical crisis strikes.
April 10, 2025
A Florida walk-through of health care surrogates, living wills, and advance directives under Chapter 765 when a medical crisis strikes.
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.
Annual exclusion gifts, 529 plans, and direct tuition payments help Florida families shrink a taxable estate. A scenario-driven guide.
How Florida special needs trusts protect a disabled beneficiary’s SSI and Medicaid. First-party vs. third-party trusts, the payback rule, and drafting tips.
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, and how gifts interact with a surviving spouse’s elective share.
A Florida-specific look at whether you need a will, using real scenarios on homestead, probate, and what the state decides if you skip it.
How Florida business owners plan their estate and succession—buy-sell agreements, trusts, elective share, and protecting a surviving spouse’s interest.
Blended families face unique estate risks in Florida, from the elective share to homestead. A scenario-driven guide to protecting both spouse and kids.
Choosing a Florida personal representative: who qualifies, what they do, and the residency rules that disqualify many out-of-state picks.
How Florida families use spendthrift trusts, staggered distributions, and trustee controls to protect an inheritance for young or financially fragile heirs.
How Florida couples in second marriages coordinate prenuptial agreements, elective share, and homestead rules to protect both spouses and children.
A plain-English, Florida-focused guide to revocable living trusts, using a real scenario to show how they sidestep probate under Chapter 736.
South Florida is built by people who came from somewhere else. In our community, it is common for one spouse to be a U.S. citizen
How a Florida family skipped probate using a Lady Bird deed, beneficiary designations, and a revocable trust under Chapters 731-735.
When do irrevocable trusts make sense in Florida? Real scenarios on asset protection, Medicaid planning, and the control you trade away under Chapter 736.
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 Florida pour-over wills work with a living trust, what they catch in probate, and what surviving spouses should know about the elective share.
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.
Avoid the costly Florida estate planning mistakes that hurt surviving spouses — homestead traps, elective share errors, stale beneficiaries, and more.
How Florida blended families plan estates around elective share, homestead and spousal rights so a surviving spouse and children are both protected.
How Florida joint ownership and survivorship can derail your estate plan, override your will, and shortchange a surviving spouse. A Florida attorney explains.
How Florida health care surrogate designations and living wills work under Chapter 765, why spouses need both, and how to make them legally valid.
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.
Divorced, remarried, or new to Florida? Learn when and how to update your estate plan under Florida law, plus elective-share traps for spouses.
Florida trust vs. will, compared through real scenarios on probate, homestead, privacy, and cost, so you can tell which one actually fits your life.
Picking a Florida trustee: the duties, the difference from an executor, and how to weigh family members against professional trustees.
Florida incapacity planning explained: durable power of attorney, health care surrogate, living will, and preneed guardian. Protect yourself before a crisis.
How Florida residents can build charitable giving into an estate plan, from simple bequests to trusts, with the right tools and no state estate tax.
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.
Florida beneficiary designations on life insurance, IRAs, and POD accounts override your will. Learn how this affects spouses and elective share.