Estate Planning for Blended Families
Miami Q&A on estate planning for blended families: protect a new spouse and children from a prior marriage under Florida homestead and elective-share law.
January 13, 2025
Miami Q&A on estate planning for blended families: protect a new spouse and children from a prior marriage under Florida homestead and elective-share law.
How Florida homestead law protects the family home, why deeds and trusts can backfire, and how Miami estate plans keep the house in the family.
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida. First-party vs. third-party SNTs, payback rules, and Miami planning tips.
Miami parents’ top estate planning questions answered: guardians for kids, Florida homestead, wills under FL law, and protecting young families.
A Miami Q&A on choosing a Florida personal representative (executor): who qualifies, what they do, and how to pick well.
How a durable power of attorney works under Florida Statutes Chapter 709 — signing rules, agent powers, and what snowbirds and retirees should know.
How blended families in Florida can plan estates to protect a current spouse and children from a prior marriage. Trusts, elective share, homestead and more.
When and why to review your Florida estate plan: key life events, the 3-5 year rule, and snowbird residency issues every Miami retiree should know.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, taxes, and timelines for snowbirds.
How Florida law treats second marriages, prenups, the elective share and homestead—plus how snowbirds coordinate estate plans so both spouses and kids are protected.
Joint ownership with survivorship can wreck a Florida estate plan. A Miami attorney explains the pitfalls for retirees and snowbirds, and how to avoid them.
How Florida residents and snowbirds use gifting, trusts, and federal exemptions to reduce estate tax. Practical strategies from a Miami estate planning attorney.
A Miami estate attorney explains how to avoid Florida probate with trusts, beneficiary designations, joint titling, and lady bird deeds.
Florida incapacity planning explained for retirees and snowbirds: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
A Miami Q&A on choosing a Florida trustee: duties under Chapter 736, family vs. professional trustees, and how to decide.
How Florida’s 30% elective share protects a surviving spouse, how to plan around it, deadlines, and what snowbird retirees in Miami should know.
The essential estate planning documents every Florida adult needs: will, durable power of attorney, healthcare directives, and trusts. A Miami attorney’s guide.
A Miami Q&A on Florida special needs trusts: keep Medicaid and SSI eligibility while providing for a loved one with a disability.
How Florida estate planning protects an inheritance for spendthrift or young heirs using trusts, age staggering, and spendthrift clauses.
Snowbirds with a Miami home: answers on FL residency, homestead, avoiding dual probate, and why Florida law favors your estate plan.
How Lady Bird (enhanced life estate) deeds work in Florida, who should use one, and how snowbirds and retirees use them to skip probate on a home.
A Miami parents’ Q&A on naming a guardian in Florida: how to choose, why a will matters, and how courts decide.
Miami is a city built by newcomers. Many of the small businesses that line Brickell, Doral, Sunny Isles, and Little Havana were founded by immigrants
Miami business owners: answers on succession, FL revocable trusts, durable POA, probate avoidance, and keeping your company running.
Unmarried couples in Miami: why FL intestacy ignores partners, and how wills, POAs, trusts, and Lady Bird deeds protect you both.
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, and tax strategy for Miami retirees and snowbirds.
Moved to Florida, divorced, or remarried? Learn exactly how to update your estate plan, what Florida law changes, and the deadlines that matter.
Why Miami Immigrant Business Owners Need Both an Estate Plan and Immigration Counsel
How to include digital assets and online accounts in your Florida estate plan under Chapter 740. A guide for Miami retirees and snowbirds.
A Miami Q&A on gifting to reduce federal estate tax: annual exclusion, education and medical gifts, and giving while honoring Florida homestead.
