Florida has no state estate tax, but federal rules still apply. How HNW Miami families use the $15M exemption and gifting to protect wealth in 2026.
Beneficiary designations override your will. A Miami checklist for keeping retirement, life insurance, and bank account designations aligned in Florida.
A Miami checklist on Florida revocable living trusts under Chapter 736: how they avoid probate, what they do not do, and when funding matters most.
A practical Miami checklist on when an irrevocable trust actually helps under Florida law – Medicaid, creditor protection, and what you give up.
Florida advance directives explained for Miami families – health care surrogate, living will, and HIPAA release in one practical checklist.
A Miami checklist for choosing a trustee under Florida’s trust code, covering duties, successor trustees, and when a corporate trustee makes sense.
A Florida revocable living trust keeps your estate out of public probate records. Learn how privacy works under Florida law for high-net-worth families.
A Florida attorney’s guide to estate planning for blended families—elective share, homestead, trusts, and avoiding accidental disinheritance.
A Miami estate planning attorney explains the most common Florida estate planning mistakes and how high-net-worth families can avoid them.
A practical Miami checklist for choosing a Florida personal representative (executor), including residency rules and probate realities in Miami-Dade.
How Florida law (Chapter 740) lets you give your executor or trustee access to digital assets and online accounts. A Miami estate attorney explains.
How Florida second marriages and prenuptial agreements interact with estate planning, homestead, the elective share, and asset protection for high-net-worth couples.
Crypto, online accounts, and cloud files need planning too. A Miami checklist for handling digital assets under Florida’s fiduciary access law.
A Miami parents’ checklist for naming guardians for minor children in your Florida will, plus how to handle money and avoid common mistakes.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and HNW asset protection steps.
How to fund a revocable living trust correctly in Florida, including titling deeds, accounts, and business interests to avoid probate.
A Miami checklist on Florida’s durable power of attorney under Chapter 709 – why it matters, what to include, and the rules that make it valid.
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, tax benefits, and asset protection for high-net-worth families.
A practical estate tax checklist for Miami families: why Florida has no state estate tax, how the federal exemption works, and what to confirm now.
A Miami estate planning attorney compares Florida revocable living trusts and wills, covering probate, privacy, cost, and which fits your family.
How snowbirds and dual-state residents should structure estate plans, establish Florida domicile, and avoid ancillary probate. Miami attorney guidance.
When do irrevocable trusts make sense in Florida? A Miami estate attorney’s guide to asset protection, Medicaid, estate tax, and the tradeoffs of giving up control.
Florida joint ownership and survivorship rights can quietly derail your estate plan. Learn the pitfalls high-net-worth families face and how to avoid them.
A practical Miami checklist for avoiding Florida probate – trusts, Lady Bird deeds, beneficiary designations, and the homestead rules that matter.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how high-net-worth couples plan around it.
A Miami checklist for special needs trusts: how to provide for a disabled loved one without risking Medicaid or SSI, and which trust type fits.
How to name a guardian for minor children in a Florida estate plan, including who decides, court approval, and protecting wealth for high-net-worth families.
A Miami estate attorney explains how beneficiary designations override your will in Florida, why they matter for high-net-worth families, and how to fix mistakes.
Joint ownership seems like an easy probate fix, but it has real risks under Florida law. A Miami checklist of the joint title pitfalls to avoid.
When and why to review your Florida estate plan: triggers, timing, and what high-net-worth Miami families should reassess to protect assets and heirs.