Trust vs. Will: Which Do You Need? (A Miami Checklist)
Trust or will for your Miami estate? A practical Florida checklist comparing probate, privacy, cost, and control under Chapters 732 and 736.
May 12, 2025
Trust or will for your Miami estate? A practical Florida checklist comparing probate, privacy, cost, and control under Chapters 732 and 736.
How Florida law (Chapter 740) lets you give your executor or trustee access to digital assets and online accounts. A Miami estate attorney explains.
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.
A practical Miami checklist for choosing a Florida personal representative (executor), including residency rules and probate realities in Miami-Dade.
A Florida attorney’s guide to estate planning for blended families—elective share, homestead, trusts, and avoiding accidental disinheritance.
A Miami checklist for choosing a trustee under Florida’s trust code, covering duties, successor trustees, and when a corporate trustee makes sense.
How a Florida pour-over will works with a living trust to catch stray assets, why it still triggers probate, and what high-net-worth families should know.
How Florida estate plans protect an inheritance for spendthrift or young heirs using spendthrift trusts, staggered distributions, and the right trustee.
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.
A Miami checklist for Medicaid long-term care planning: how Florida’s 5-year look-back works, what triggers penalties, and protected assets.
How to fund a revocable living trust correctly in Florida, including titling deeds, accounts, and business interests to avoid probate.
Florida incapacity planning protects you while you’re alive. Learn durable POAs, health care surrogates, living wills & funded trusts 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.
If you are a first-generation homeowner in Miami, buying your first house was probably the proudest milestone of your family’s journey to the United States.
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 practical Miami checklist on when an irrevocable trust actually helps under Florida law – Medicaid, creditor protection, and what you give up.
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.