Life Insurance Trusts (ILITs), Explained
A Palm Beach family uses an ILIT to control a large life insurance payout and protect beneficiaries — how Florida ILITs really work.
Blog Page 2
A Palm Beach family uses an ILIT to control a large life insurance payout and protect beneficiaries — how Florida ILITs really work.
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.
A Florida estate planning attorney’s guide to business succession: LLC operating agreements, buy-sell planning, trusts, and out-of-state owner pitfalls.
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.
A Palm Beach pet owner sets up a Florida pet trust so her dogs are cared for — funding, trustees, and section 736.0408 explained.
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.
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.
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.
Florida incapacity planning explained: durable power of attorney, health care surrogate, living will & how dual-state owners protect Palm Beach property.
How Palm Beach families use Florida trusts to protect an inheritance for young, impulsive, or vulnerable heirs from creditors, divorce, and bad decisions.
Florida revocable living trust vs. will: how each works, probate, out-of-state property, and which estate plan actually fits your family. West Palm Beach.
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.
How to update your estate plan after divorce, marriage, or relocating to Florida — what changes, what stays, and the Florida statutes that matter.
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.
Avoid the estate planning mistakes that trip up Palm Beach families, from unfunded trusts to stale beneficiaries, explained with real Florida law.
When to review a Florida estate plan: after a move, marriage, property purchase, or law change. A West Palm Beach attorney’s guide 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.
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.