How to name a guardian for minor children in your Florida estate plan, including the rules for out-of-state and dual-state families. From a Palm Beach attorney.
How Palm Beach families use Florida trusts to protect an inheritance for young, impulsive, or vulnerable heirs from creditors, divorce, and bad decisions.
Five core estate planning documents every Palm Beach, FL adult needs, explained through a real-life scenario, with accurate Florida law and formalities.
A West Palm Beach attorney explains how to avoid probate in Florida using trusts, beneficiary designations, joint ownership, and lady bird deeds.
How Florida law treats digital assets and online accounts in your estate plan, plus what out-of-state and dual-state property owners must know.
How Medicaid asset protection planning works in Florida — lookback rules, the homestead, irrevocable trusts, and special concerns for dual-state owners.
A Palm Beach walkthrough on funding a Florida revocable living trust correctly so assets actually avoid probate. Deeds, accounts, beneficiary forms explained.
Major life change in Palm Beach? See how marriage, divorce, or a new baby affect your Florida will, trust, and beneficiary designations and what to update.
Avoid the most common Florida estate planning mistakes — homestead, out-of-state wills, ancillary probate, and more — explained by Palm Beach attorneys.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains asset protection, Medicaid, taxes, and dual-state planning.
A Palm Beach homeowner compares a DIY will kit to attorney-drafted documents — and the Florida law gaps that nearly cost the family.
A Palm Beach family learns the hard way which Florida power of attorney mistakes under Chapter 709 trigger guardianship and bank refusals.
What Florida’s elective share and homestead rules mean for Palm Beach spouses. A scenario guide to the 30% surviving-spouse protection you cannot disinherit away.
A Florida attorney explains durable powers of attorney under Chapter 709 — how they work, signing rules, and special concerns for dual-state owners.
Follow one Palm Beach couple through a real Florida estate planning checklist — documents, homestead, beneficiaries, and probate avoidance.
How Florida couples in second marriages coordinate prenuptial agreements with wills, trusts, and homestead law to protect children and spouses alike.
A Palm Beach walkthrough of Florida’s will requirements under §732.502 — witnesses, signing order, and the self-proving step that saves your family probate headaches.
In Florida, beneficiary designations on life insurance, IRAs, and POD accounts override your will. Learn how this works for out-of-state owners.
Irrevocable trusts aren’t for everyone. A Palm Beach guide to when they genuinely help — Medicaid, asset protection, special needs — and the tradeoff of giving up control.
Snowbird in Palm Beach? Learn how Florida domicile, homestead, and dual-state property affect your estate plan and how to avoid probate in two states.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect dual-state owners. A West Palm Beach attorney explains.
A Florida attorney’s guide to funding a revocable living trust correctly—deeds, accounts, homestead, and out-of-state property for Palm Beach owners.
Die without a will in Palm Beach? Florida intestacy, homestead descent, and probate decide everything. A real-world look at who inherits and why it surprises families.
West Palm Beach is home to thousands of families where citizenship status differs under one roof: a naturalized parent, a green-card spouse, a child who
A Palm Beach family uses an ILIT to control a large life insurance payout and protect beneficiaries — how Florida ILITs really work.
How Florida residents reduce estate tax with lifetime gifting, trusts, and multi-state planning. A West Palm Beach estate attorney explains the strategies.
Joint ownership with survivorship can wreck a Florida estate plan. See the probate, tax, creditor, and out-of-state traps and smarter alternatives.
How pour-over wills work with a living trust in Florida, the statutes behind them, and why out-of-state property owners in Palm Beach should care.
How Florida homestead law protects the family home, its devise and creditor rules, and how to plan around them as an out-of-state or dual-state owner.
Avoid the estate planning mistakes that trip up Palm Beach families, from unfunded trusts to stale beneficiaries, explained with real Florida law.
