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.
A Miami estate planning attorney explains the most common Florida estate planning mistakes and how high-net-worth families can avoid them.
A Miami checklist for special needs trusts: how to provide for a disabled loved one without risking Medicaid or SSI, and which trust type fits.
Beneficiary designations override your will. A Miami checklist for keeping retirement, life insurance, and bank account designations aligned in Florida.
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 on when an irrevocable trust actually helps under Florida law – Medicaid, creditor protection, and what you give up.
Crypto, online accounts, and cloud files need planning too. A Miami checklist for handling digital assets under Florida’s fiduciary access law.
How snowbirds and dual-state residents should structure estate plans, establish Florida domicile, and avoid ancillary probate. Miami attorney guidance.
A Miami parents’ checklist for naming guardians for minor children in your Florida will, plus how to handle money and avoid common mistakes.
A Miami estate planning attorney compares Florida revocable living trusts and wills, covering probate, privacy, cost, and which fits your family.
How to fund a revocable living trust correctly in Florida, including titling deeds, accounts, and business interests to avoid probate.
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.
Florida advance directives explained for Miami families – health care surrogate, living will, and HIPAA release in one practical checklist.
A practical Miami checklist for choosing a Florida personal representative (executor), including residency rules and probate realities in Miami-Dade.
How Florida estate plans protect an inheritance for spendthrift or young heirs using spendthrift trusts, staggered distributions, and the right trustee.
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.
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.