Avoid the most common Florida estate planning mistakes. A Miami attorney’s guide for adult children helping aging parents protect assets and avoid probate.
How Florida residents avoid estate tax and use gifting strategies to protect aging parents’ wealth. Federal exemptions, annual gifts, and Miami planning tips.
How Florida trust administration works after a parent (the grantor) dies: successor trustee duties, the 60-day notice rule, accountings, creditors, and timelines.
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, and donor-advised funds. A guide for adult children helping aging parents.
How to include digital assets and online accounts in your Florida estate plan, plus what RUFADAA lets your family access for aging parents.
How Florida parents protect an inheritance for a spendthrift or young heir using trusts, staggered distributions, and spendthrift provisions under Chapter 736.
How Medicaid asset protection planning works in Florida in 2026: the 5-year look-back, spousal rules, trusts, and how to protect a parent’s home and savings.
How Florida second-marriage estate planning works: coordinate prenups, elective share, homestead, and trusts to protect a new spouse and adult children.
Florida revocable living trust vs. will: how each works, what avoids probate, and which fits families caring for aging parents in Miami.
How to fund a revocable living trust in Florida correctly: retitling assets, deeds, beneficiary designations, and the mistakes that send estates to probate.
A Florida attorney’s guide to estate planning and business succession for owners, plus what adult children should know about an aging parent’s company.
How special needs trusts protect a disabled child’s SSI and Medicaid in Florida. First-party vs. third-party trusts, payback rules, and how to set one up.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect family privacy under the Florida Trust Code.
How Florida’s 30% elective share protects a surviving spouse, what counts toward the elective estate, and how to plan around it. Miami estate planning guide.
Adding an adult child to a Florida deed or bank account seems simple, but joint ownership and survivorship can wreck an estate plan. Here’s why.
How snowbirds and dual-state residents should plan their estate: Florida domicile, ancillary probate, document portability, and protecting aging parents.
How Florida estate planning protects blended families: spousal rights, trusts, and steps adult children can take to help aging remarried parents.
Miami is built by immigrants who arrive, work hard, and build something that lasts — a restaurant on Calle Ocho, a logistics company in Doral,
When and why to review a Florida estate plan: key life triggers, the 3-year rule, and what adult children should check for aging parents.
How Florida parents name a guardian for minor children in a will, what the court actually does, and the documents that keep your kids safe.
How a pour-over will works with a Florida living trust to catch stray assets, plus what it does (and doesn’t) avoid in probate. A Miami attorney explains.
How Lady Bird (enhanced life estate) deeds work in Florida, the Medicaid and probate benefits, risks, and what adult children should know before signing.
The estate planning documents every Florida adult needs: a will, durable power of attorney, health care surrogate, living will, and often a living trust.
In Florida, beneficiary designations on accounts and policies override your will. Learn how they work and how to keep your parents’ plan consistent.
How adult children help aging parents in Miami designate a Florida health care surrogate and living will under Chapter 765. Forms, witnesses, and pitfalls.
Divorced, remarried, or moved to Florida? Learn how these life changes affect your will, trust, and beneficiaries under Florida law, and what to update.
When do irrevocable trusts make sense in Florida? A Miami estate attorney explains Medicaid planning, asset protection, taxes, and the tradeoffs.
Florida incapacity planning explained: durable powers of attorney, health care surrogates, and living wills to protect aging parents before a crisis hits.
