Joint Ownership and Survivorship Pitfalls in Florida Estate Planning
How Florida joint ownership and survivorship can derail your estate plan, override your will, and shortchange a surviving spouse. A Florida attorney explains.
January 20, 2026
How Florida joint ownership and survivorship can derail your estate plan, override your will, and shortchange a surviving spouse. A Florida attorney explains.
How to plan for digital assets and online accounts in a Florida estate plan, including Chapter 740 fiduciary access and what surviving spouses should know.
Blended families face unique estate risks in Florida, from the elective share to homestead. A scenario-driven guide to protecting both spouse and kids.
How Florida homestead law protects the family home from creditors and restricts devise, and how to plan around it for a surviving spouse.
How a Florida family skipped probate using a Lady Bird deed, beneficiary designations, and a revocable trust under Chapters 731-735.
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.
How Florida estate tax and gifting strategies work: no state estate tax, federal exemption planning, annual gifting, portability, and the elective share.
Florida incapacity planning explained: durable power of attorney, health care surrogate, living will, and preneed guardian. Protect yourself before a crisis.
Divorced, remarried, or new to Florida? Learn when and how to update your estate plan under Florida law, plus elective-share traps for spouses.
Why beneficiary designations override your Florida will, and how a forgotten form can derail your whole estate plan. A scenario-driven Florida guide.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how couples plan around it. South Florida attorneys explain.
How Florida business owners plan their estate and succession—buy-sell agreements, trusts, elective share, and protecting a surviving spouse’s interest.
Choosing a Florida personal representative: who qualifies, what they do, and the residency rules that disqualify many out-of-state picks.
How Florida couples in second marriages coordinate prenuptial agreements, elective share, and homestead rules to protect both spouses and children.
A Florida estate attorney explains the durable power of attorney under Chapter 709: how it works, agent duties, banking provisions, and spouse concerns.
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 Florida residents can build charitable giving into an estate plan, from simple bequests to trusts, with the right tools and no state estate tax.
How Florida blended families plan estates around elective share, homestead and spousal rights so a surviving spouse and children are both protected.
