Joint Ownership and Survivorship Pitfalls in Florida Estate Planning
Joint ownership with survivorship can wreck a Florida estate plan. See the probate, tax, creditor, and out-of-state traps and smarter alternatives.
June 23, 2026
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.
A Palm Beach pet owner sets up a Florida pet trust so her dogs are cared for — funding, trustees, and section 736.0408 explained.
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 special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and out-of-state property planning.
A Palm Beach family learns the hard way which Florida power of attorney mistakes under Chapter 709 trigger guardianship and bank refusals.
How to update your estate plan after divorce, marriage, or relocating to Florida — what changes, what stays, and the Florida statutes that matter.
How Florida spendthrift trusts and other tools protect an inheritance for a young or financially careless heir. Guidance for out-of-state property owners.
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.
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.
Avoid the most common Florida estate planning mistakes — homestead, out-of-state wills, ancillary probate, and more — explained by Palm Beach attorneys.
A Florida estate planning attorney’s guide to business succession: LLC operating agreements, buy-sell planning, trusts, and out-of-state owner pitfalls.
How Medicaid asset protection planning works in Florida — lookback rules, the homestead, irrevocable trusts, and special concerns for dual-state owners.
A Palm Beach homeowner compares a DIY will kit to attorney-drafted documents — and the Florida law gaps that nearly cost the family.
How Palm Beach families use Florida trusts to protect an inheritance for young, impulsive, or vulnerable heirs from creditors, divorce, and bad decisions.
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 blended families in Palm Beach, FL plan estates: homestead, elective share, trusts, and out-of-state property. Practical guidance from Florida attorneys.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect dual-state owners. A West Palm Beach attorney explains.
