How Florida residents reduce federal estate tax with gifting strategies. A Palm Beach attorney explains the 2026 exemption, annual exclusion, and planning tools.
Planning for incapacity in Florida means naming who decides for you if you can’t. Learn the durable POA, health care surrogate, and living will you need.
How Palm Beach professionals name guardians for minor children under Florida law, including preneed guardian declarations, wills, and trusts.
How a special needs trust protects a disabled beneficiary in Florida without losing SSI or Medicaid. Palm Beach estate planning guidance for families.
How to fund a revocable trust correctly in Florida: deeds, accounts, homestead, beneficiary designations, and the mistakes Palm Beach professionals make.
In Florida, beneficiary designations on retirement accounts, life insurance, and POD accounts override your will. Learn how to align them. Palm Beach estate attorneys.
Compare Florida revocable living trusts and wills: probate, privacy, cost, and which fits your family. Guidance for Palm Beach professionals and physicians.
Avoid the most common Florida estate planning mistakes—from homestead errors to outdated beneficiaries. A Palm Beach attorney’s practical guide for professionals.
How Florida health care surrogates and living wills work under Chapter 765, why Palm Beach professionals need both, and how to designate them correctly.
A Palm Beach estate attorney explains how to avoid probate in Florida using trusts, beneficiary designations, and lady bird deeds. Practical, accurate guidance.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains asset protection, Medicaid, and tax planning under the FL Trust Code.
A Palm Beach estate attorney explains the core estate planning documents every Florida adult needs: will, trust, power of attorney, health directives.
How Florida professionals and physicians coordinate prenuptial agreements with estate plans in second marriages to protect children, assets, and a spouse.
How Florida law (Chapter 740) governs digital assets and online accounts in your estate plan, and how Palm Beach professionals can protect them.
A Florida attorney explains the durable power of attorney under Chapter 709: how it works, what it must contain, and why professionals need one.
When and why to review your Florida estate plan: life events, law changes, and the 3-5 year rule every Palm Beach professional should follow.
How blended families in Palm Beach, FL protect children and spouses with the right wills, trusts, and beneficiary plans under Florida law.
How a pour-over will works with a Florida living trust to catch overlooked assets, fund your trust, and avoid intestacy. A Palm Beach estate attorney explains.
How Florida homestead law protects the family home from creditors and devise rules—and how Palm Beach professionals should plan around it.
How Florida estate plans protect an inheritance for spendthrift or young heirs using trusts, spendthrift provisions, and staged distributions. Palm Beach guidance.
A Florida estate attorney explains Lady Bird (enhanced life estate) deeds: how they avoid probate, keep Medicaid and homestead benefits, and who should use one.
A Palm Beach guide to whether you need a Florida will, framed around the costly mistakes locals make when they skip one.
Joint ownership with survivorship can quietly derail a Florida estate plan. A Palm Beach attorney explains the risks for professionals and physicians.
How Florida business owners plan their estates and succession: buy-sell agreements, LLC transfers, trusts, probate avoidance, and tax. A Palm Beach guide.
How Florida’s 30% elective share protects a surviving spouse, what assets count, and how physicians and professionals can plan around it legally.
How Palm Beach professionals and physicians use charitable trusts in a Florida estate plan to give, cut taxes, and protect assets. Attorney guidance.
How Medicaid asset protection planning works in Florida in 2026 — the 5-year lookback, income caps, QITs, homestead rules, and trusts that shield your estate.
Divorce, marriage, or moving to Florida can quietly break your estate plan. A Palm Beach attorney explains what to update and why.
