How Medicaid asset protection planning works in Florida — lookback rules, the homestead, irrevocable trusts, and special concerns for dual-state owners.
Avoid the most common Florida estate planning mistakes — homestead, out-of-state wills, ancillary probate, and more — explained by Palm Beach attorneys.
A Palm Beach family learns the hard way which Florida power of attorney mistakes under Chapter 709 trigger guardianship and bank refusals.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how out-of-state owners can plan for it.
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.
The estate planning documents every Florida adult needs: will, durable POA, health care surrogate, living will, and trusts. A West Palm Beach attorney’s guide.
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 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.
How Florida couples in second marriages coordinate prenuptial agreements with wills, trusts, and homestead law to protect children and spouses alike.
Life changes outpace your documents. A Palm Beach guide to when and why to review your Florida estate plan so it still does what you intended.
Follow one Palm Beach couple through a real Florida estate planning checklist — documents, homestead, beneficiaries, and probate avoidance.
A Florida attorney explains durable powers of attorney under Chapter 709 — how they work, signing rules, and special concerns for dual-state owners.
Wondering if you need a will in Palm Beach, FL? A scenario-driven look at when a will matters, what it skips, and why Florida homestead rules change the answer.
How a Florida revocable living trust works for Palm Beach families — avoiding probate, funding the trust, homestead, and what a will-only plan can’t do under Ch. 736.
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and out-of-state property planning.
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.
How to update your estate plan after divorce, marriage, or relocating to Florida — what changes, what stays, and the Florida statutes that matter.
What drives estate planning cost in Palm Beach, FL? Understand flat-fee packages vs. probate expense and why a plan often saves your family money.
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 West Palm Beach attorney explains how to avoid probate in Florida using trusts, beneficiary designations, joint ownership, and lady bird deeds.
A Palm Beach homeowner compares a DIY will kit to attorney-drafted documents — and the Florida law gaps that nearly cost the family.
How Florida spendthrift trusts and other tools protect an inheritance for a young or financially careless heir. Guidance for out-of-state property owners.
Joint ownership with survivorship can wreck a Florida estate plan. See the probate, tax, creditor, and out-of-state traps and smarter alternatives.
Avoid the estate planning mistakes that trip up Palm Beach families, from unfunded trusts to stale beneficiaries, explained with real Florida law.
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.
Five core estate planning documents every Palm Beach, FL adult needs, explained through a real-life scenario, with accurate Florida law and formalities.
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
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, and donor-advised funds for Palm Beach and dual-state residents.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains asset protection, Medicaid, taxes, and dual-state planning.
A Florida estate planning attorney’s guide to business succession: LLC operating agreements, buy-sell planning, trusts, and out-of-state owner pitfalls.
