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.
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.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and HNW asset protection steps.
How Florida second marriages and prenuptial agreements interact with estate planning, homestead, the elective share, and asset protection for high-net-worth couples.
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 Miami parents’ checklist for naming guardians for minor children in your Florida will, plus how to handle money and avoid common mistakes.
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 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.
A Miami checklist for Medicaid long-term care planning: how Florida’s 5-year look-back works, what triggers penalties, and protected assets.
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.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, healthcare surrogate, living will, and often a trust.
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.
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.
How to fund a revocable living trust correctly in Florida, including titling deeds, accounts, and business interests to avoid probate.
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.
Florida advance directives explained for Miami families – health care surrogate, living will, and HIPAA release in one practical checklist.
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.