How to Choose the Right Executor: A Miami Checklist
A practical Miami checklist for choosing a Florida personal representative (executor), including residency rules and probate realities in Miami-Dade.
December 1, 2025
A practical Miami checklist for choosing a Florida personal representative (executor), including residency rules and probate realities in Miami-Dade.
How snowbirds and dual-state residents should structure estate plans, establish Florida domicile, and avoid ancillary probate. Miami attorney guidance.
Step-by-step Miami checklist for a valid Florida will under section 732.502, including witnesses, self-proving affidavits, and homestead and elective share pitfalls.
Beneficiary designations override your will. A Miami checklist for keeping retirement, life insurance, and bank account designations aligned in Florida.
A practical Miami checklist on when an irrevocable trust actually helps under Florida law – Medicaid, creditor protection, and what you give up.
A Florida attorney’s guide to updating your estate plan after divorce, marriage, or relocating to Florida, with statutes and asset protection tips.
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.
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 estate planning attorney compares Florida revocable living trusts and wills, covering probate, privacy, cost, and which fits your family.
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.
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.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and HNW asset protection steps.
A Miami-focused gifting checklist: annual exclusion gifts, paying tuition and medical bills directly, and moving appreciating South Florida assets early.
A Miami checklist for choosing a trustee under Florida’s trust code, covering duties, successor trustees, and when a corporate trustee makes sense.
Florida advance directives explained for Miami families – health care surrogate, living will, and HIPAA release in one practical checklist.
How Medicaid asset protection planning works in Florida: the 5-year look-back, income caps, homestead, spousal allowances, and trusts for HNW families.
A Miami checklist for Medicaid long-term care planning: how Florida’s 5-year look-back works, what triggers penalties, and protected assets.
How special needs trusts protect a disabled beneficiary in Florida without losing Medicaid or SSI. First-party, third-party, and pooled trusts explained.
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.
A Miami estate planning attorney explains the most common Florida estate planning mistakes and how high-net-worth families can avoid them.
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.
Crypto, online accounts, and cloud files need planning too. A Miami checklist for handling digital assets under Florida’s fiduciary access law.
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.
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 checklist explaining Florida intestacy under Chapter 732: who inherits, how homestead passes, and why dying without a will costs your family more.
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.
How Florida second marriages and prenuptial agreements interact with estate planning, homestead, the elective share, and asset protection for high-net-worth couples.
How Florida homestead law shapes your estate plan: devise restrictions, spousal rights, creditor protection, and trusts to keep the family home.
A practical Miami checklist for avoiding Florida probate – trusts, Lady Bird deeds, beneficiary designations, and the homestead rules that matter.