Estate Tax: What Miami Families Should Know
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.
June 8, 2025
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.
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.
A Miami checklist of the durable power of attorney mistakes under Florida Ch. 709 that get documents rejected and leave families stuck in guardianship court.
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 Miami checklist to decide if you really need a will under Florida law, covering minor children, homestead, beneficiary designations, and probate avoidance.
How Florida estate plans protect an inheritance for spendthrift or young heirs using spendthrift trusts, staggered distributions, and the right trustee.
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 Florida attorney’s guide to updating your estate plan after divorce, marriage, or relocating to Florida, with statutes and asset protection tips.
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.
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.
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 incapacity planning protects you while you’re alive. Learn durable POAs, health care surrogates, living wills & funded trusts 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.
How Florida law (Chapter 740) lets you give your executor or trustee access to digital assets and online accounts. A Miami estate attorney explains.
Crypto, online accounts, and cloud files need planning too. A Miami checklist for handling digital assets under Florida’s fiduciary access law.
A Florida attorney’s guide to estate planning and business succession for owners: buy-sell agreements, trusts, asset protection, and probate avoidance.
A Miami checklist for Medicaid long-term care planning: how Florida’s 5-year look-back works, what triggers penalties, and protected assets.
A Florida attorney’s guide to estate planning for blended families—elective share, homestead, trusts, and avoiding accidental disinheritance.
A Miami estate planning attorney compares Florida revocable living trusts and wills, covering probate, privacy, cost, and which fits your family.
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 Miami-focused gifting checklist: annual exclusion gifts, paying tuition and medical bills directly, and moving appreciating South Florida assets early.
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.
Trust or will for your Miami estate? A practical Florida checklist comparing probate, privacy, cost, and control under Chapters 732 and 736.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, healthcare surrogate, living will, and often a trust.
How Medicaid asset protection planning works in Florida: the 5-year look-back, income caps, homestead, spousal allowances, and trusts for HNW families.
Beneficiary designations override your will. A Miami checklist for keeping retirement, life insurance, and bank account designations aligned in Florida.
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 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.