How to Choose a Trustee: A Practical Miami Guide
A Miami checklist for choosing a trustee under Florida’s trust code, covering duties, successor trustees, and when a corporate trustee makes sense.
February 20, 2025
A Miami checklist for choosing a trustee under Florida’s trust code, covering duties, successor trustees, and when a corporate trustee makes sense.
A Miami checklist to decide if you really need a will under Florida law, covering minor children, homestead, beneficiary designations, and probate avoidance.
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.
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.
Florida advance directives explained for Miami families – health care surrogate, living will, and HIPAA release in one practical checklist.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and HNW asset protection steps.
Florida incapacity planning protects you while you’re alive. Learn durable POAs, health care surrogates, living wills & funded trusts for high-net-worth families.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, healthcare surrogate, living will, and often a trust.
A Florida attorney’s guide to updating your estate plan after divorce, marriage, or relocating to Florida, with statutes and asset protection tips.
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 practical Miami checklist for avoiding Florida probate – trusts, Lady Bird deeds, beneficiary designations, and the homestead rules that matter.
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 Miami checklist for choosing a Florida personal representative (executor), including residency rules and probate realities in Miami-Dade.
A Miami estate attorney explains how to avoid probate in Florida using revocable trusts, beneficiary designations, and titling strategies for high-net-worth families.
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.
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.
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 Miami checklist explaining Florida intestacy under Chapter 732: who inherits, how homestead passes, and why dying without a will costs your family more.