When and Why to Review Your Florida Estate Plan: A Guide for Out-of-State and Dual-State Owners
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.
Estate Planning Page 2
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 estate planning mistakes that trip up Palm Beach families, from unfunded trusts to stale beneficiaries, explained with real Florida law.
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 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.
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.
Avoid the most common Florida estate planning mistakes — homestead, out-of-state wills, ancillary probate, and more — explained by Palm Beach attorneys.
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 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.
A Palm Beach family uses an ILIT to control a large life insurance payout and protect beneficiaries — how Florida ILITs really work.
A Florida attorney’s guide to funding a revocable living trust correctly—deeds, accounts, homestead, and out-of-state property for Palm Beach owners.
How Florida residents reduce estate tax with lifetime gifting, trusts, and multi-state planning. A West Palm Beach estate attorney explains the strategies.
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.
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’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how out-of-state owners can plan for it.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains asset protection, Medicaid, taxes, and dual-state planning.