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.
A West Palm Beach attorney explains how to avoid probate in Florida using trusts, beneficiary designations, joint ownership, and lady bird deeds.
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.
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.
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.
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.
How Palm Beach families use Florida trusts to protect an inheritance for young, impulsive, or vulnerable heirs from creditors, divorce, and bad decisions.
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and out-of-state property planning.
A Florida estate planning attorney’s guide to business succession: LLC operating agreements, buy-sell planning, trusts, and out-of-state owner pitfalls.
A Palm Beach family uses an ILIT to control a large life insurance payout and protect beneficiaries — how Florida ILITs really work.
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.
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 Medicaid asset protection planning works in Florida — lookback rules, the homestead, irrevocable trusts, and special concerns for dual-state owners.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains asset protection, Medicaid, taxes, and dual-state planning.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect dual-state owners. A West Palm Beach attorney explains.
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 Florida spendthrift trusts and other tools protect an inheritance for a young or financially careless heir. Guidance for out-of-state property owners.
Follow one Palm Beach couple through a real Florida estate planning checklist — documents, homestead, beneficiaries, and probate avoidance.
