Protecting an Inheritance for Spendthrift or Young Heirs in Florida
How Florida spendthrift trusts and other tools protect an inheritance for a young or financially careless heir. Guidance for out-of-state property owners.
Estate Planning
How Florida spendthrift trusts and other tools protect an inheritance for a young or financially careless heir. Guidance for out-of-state property owners.
Avoid the estate planning mistakes that trip up Palm Beach families, from unfunded trusts to stale beneficiaries, explained with real Florida law.

Follow one Palm Beach couple through a real Florida estate planning checklist — documents, homestead, beneficiaries, and probate avoidance.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains asset protection, Medicaid, taxes, and dual-state planning.
How to designate a health care surrogate and create a living will in Florida, with guidance for dual-state residents and out-of-state property owners.
Five core estate planning documents every Palm Beach, FL adult needs, explained through a real-life scenario, with accurate Florida law and formalities.
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 special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and out-of-state property planning.
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.
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.
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.
In Florida, beneficiary designations on life insurance, IRAs, and POD accounts override your will. Learn how this works for out-of-state owners.
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.
How Florida residents reduce estate tax with lifetime gifting, trusts, and multi-state planning. A West Palm Beach estate attorney explains the strategies.
How blended families in Palm Beach, FL plan estates: homestead, elective share, trusts, and out-of-state property. Practical guidance from Florida attorneys.
A Palm Beach pet owner sets up a Florida pet trust so her dogs are cared for — funding, trustees, and section 736.0408 explained.
A Florida attorney explains durable powers of attorney under Chapter 709 — how they work, signing rules, and special concerns for dual-state owners.
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 law treats digital assets and online accounts in your estate plan, plus what out-of-state and dual-state property owners must know.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect dual-state owners. A West Palm Beach attorney explains.
How Medicaid asset protection planning works in Florida — lookback rules, the homestead, irrevocable trusts, and special concerns for dual-state owners.
How to update your estate plan after divorce, marriage, or relocating to Florida — what changes, what stays, and the Florida statutes that matter.
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.
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.
A Florida estate planning attorney’s guide to business succession: LLC operating agreements, buy-sell planning, trusts, and out-of-state owner pitfalls.
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.
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 a Florida pour-over will backs up your living trust in Palm Beach. A scenario-driven guide to the safety net that catches assets you forgot to fund.
How Florida couples in second marriages coordinate prenuptial agreements with wills, trusts, and homestead law to protect children and spouses alike.
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