Florida Elective Share: Protecting (or Planning Around) a Surviving Spouse
How Florida’s elective share gives a surviving spouse 30% of the elective estate, what counts, deadlines, and how to plan around it.
Estate Planning
How Florida’s elective share gives a surviving spouse 30% of the elective estate, what counts, deadlines, and how to plan around it.
Moved to Florida, married, or divorced? Learn how and when to update your estate plan under Florida law, plus key Palm Beach pitfalls to avoid.
Protect your spouse and children in a Palm Beach blended family. Learn how Florida homestead, elective share, and trusts keep everyone cared for.
How Florida retirees and snowbirds protect an inheritance for spendthrift or young heirs using spendthrift trusts, staggered distributions, and trustee controls.
Avoid the estate planning mistakes that trip up Palm Beach families: outdated wills, homestead missteps, beneficiary gaps. A warm, practical Florida guide.
Florida revocable living trust vs. will: how each works, probate avoidance, snowbird issues, and which fits your Palm Beach family. From a FL estate attorney.
Every Palm Beach adult needs four core documents: will, durable POA, health care directives. A clear, family-first guide under Florida law. No tax surprises.
Funding a revocable living trust in Florida means retitling your home, accounts, and assets into the trust. A Palm Beach attorney’s step-by-step guide.
Wondering what estate planning costs in Palm Beach? Understand what drives the price, why a plan saves your family probate costs, and how Florida law fits in.
Unmarried couples in Palm Beach get no automatic legal protections under Florida law. Learn the documents that protect your partner.
Palm Beach is home to thousands of families where one spouse is a U.S. citizen, another holds a green card, and children may hold a
How snowbirds and dual-state residents should structure wills, trusts, and Florida domicile to avoid double taxation and dual probate. Palm Beach guidance.
How Florida health care surrogate designations and living wills work under Chapter 765 — what they cover, witness rules, and why snowbirds need both.
Palm Beach seniors: understand Florida’s 5-year Medicaid look-back, asset transfers, and homestead protection before a long-term care need arises.
How Florida retirees and snowbirds can plan for digital assets and online accounts under Florida’s RUFADAA. Practical steps from a Palm Beach estate attorney.
How a Florida revocable living trust keeps your estate private, avoids public probate, and protects snowbirds and retirees in Palm Beach.
Palm Beach guide to choosing a personal representative (executor) under Florida law, including duties, eligibility rules, and how to pick the right person.
Photos, accounts, crypto, and passwords need a plan too. A family-first Palm Beach guide to handling digital assets under Florida’s fiduciary access law.
Palm Beach parents: learn how to name a guardian for your minor children under Florida law, why it matters, and how to make your wishes clear and binding.
Leave a legacy that reflects your values. A family-first Palm Beach guide to charitable giving in your Florida estate plan, from bequests to charitable trusts.
Palm Beach business owners: protect your company and family with succession planning, trusts, and Florida-specific estate strategies.
How Florida Lady Bird (enhanced life estate) deeds let Palm Beach retirees and snowbirds avoid probate, keep control, and protect the homestead from Medicaid.
Common Florida estate planning mistakes retirees and snowbirds make in Palm Beach, from homestead errors to out-of-state wills, and how to avoid them.
Joint ownership and survivorship in Florida estate planning carry hidden risks for retirees and snowbirds. Learn the pitfalls and smarter alternatives.
When and why to review your Florida estate plan: triggers like moving to FL, marriage, new tax law, and aging documents every Palm Beach retiree should watch.
How pour-over wills work with a Florida living trust, why Palm Beach snowbirds need both, and the probate traps to avoid. A clear attorney’s guide.
Florida has no state estate or gift tax, but federal rules still apply. A Palm Beach attorney explains 2026 estate tax and gifting strategies for retirees.
How Florida homestead law protects your family home from creditors and probate—and the estate planning traps snowbirds and retirees must avoid in Palm Beach.
A Florida estate attorney explains the durable power of attorney under Chapter 709 — superpowers, signing rules, and what Palm Beach snowbirds must know.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains Medicaid planning, asset protection, and the trade-offs.