FEATURES & NEWS

Joint ownership with survivorship in Florida can wreck your estate plan. Learn the tax, creditor, and probate traps out-of-state owners face.

How Florida business owners build estate and succession plans: buy-sell agreements, LLC operating terms, probate avoidance, and dual-state issues.

How Florida homestead law restricts who inherits your home, the spouse and minor-child rules, and how to protect the family home in your estate plan.

A Florida estate attorney’s guide to avoiding probate: living trusts, Lady Bird deeds, beneficiary designations, and tips for out-of-state owners.

How Medicaid asset protection planning works in Florida, including the 5-year lookback, the homestead exemption, and rules for dual-state property owners.

How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, and tips for out-of-state property owners.

Avoid the most common Florida estate planning mistakes — homestead devise rules, the spousal elective share, out-of-state wills, and ancillary probate.

Florida revocable living trust vs. will: how each works, what avoids probate, and which fits out-of-state owners and dual-state families. Attorney guidance.

How charitable giving and charitable trusts work in a Florida estate plan, with guidance for out-of-state and dual-state property owners.

How pour-over wills work with a Florida living trust, why dual-state and out-of-state property owners need both, and what happens at probate.

In Florida, beneficiary designations on accounts and policies override your will. Learn why, and how out-of-state owners keep both in sync.

A Florida attorney’s guide to estate planning for blended families: spousal rights, trusts, homestead, and protecting children from a prior marriage.

How to protect an inheritance for a spendthrift or young heir in Florida using spendthrift trusts, discretionary HEMS provisions, and staged distributions.

How a Florida living trust keeps your estate private by avoiding public probate. What stays confidential, what doesn’t, and why it matters for out-of-state owners.

How to name a guardian for minor children in your Florida estate plan, including statutes, out-of-state issues, and how courts decide.

How to fund a revocable trust correctly in Florida, retitling real estate, accounts, and out-of-state property to actually avoid probate.

How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how out-of-state owners can plan around it.

Florida incapacity planning explained: durable power of attorney, health care surrogate, and living wills for out-of-state and dual-state property owners.

How a special needs trust protects a disabled Florida beneficiary’s SSI and Medicaid. First-party vs. third-party, funding rules, and out-of-state pitfalls.

How Florida residents and dual-state property owners can plan around federal estate tax using gifting, trusts, and portability. A Florida attorney explains.

The 5 estate planning documents every Florida adult needs: will, durable power of attorney, health care surrogate, living will, and often a trust.

How Florida Lady Bird (enhanced life estate) deeds avoid probate, protect homestead, and dodge Medicaid recovery — for out-of-state and dual-state owners.

How Florida couples in second marriages coordinate prenups, wills, and trusts to protect children and a new spouse—plus dual-state property pitfalls.

South Florida is home to one of the most internationally connected populations in the United States. Many of our clients are dual citizens, lawful permanent

When to review your Florida estate plan and why it matters for out-of-state and dual-state owners. Triggers, statutes, and pitfalls explained by a FL attorney.