Beneficiary Designations: The Detail People Forget
Miami estate planning Q&A on beneficiary designations: why they override your will under Florida law and the mistakes that derail Miami-Dade estates.
January 1, 2025
Miami estate planning Q&A on beneficiary designations: why they override your will under Florida law and the mistakes that derail Miami-Dade estates.
The essential estate planning documents every Florida adult needs: will, durable power of attorney, healthcare directives, and trusts. A Miami attorney’s guide.
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.
A Miami estate planning attorney compares Florida revocable living trusts and wills—probate, snowbird issues, costs, and which fits your family.
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.
Miami business owners: answers on succession, FL revocable trusts, durable POA, probate avoidance, and keeping your company running.
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 estate planning protects an inheritance for spendthrift or young heirs using trusts, age staggering, and spendthrift clauses.
How a durable power of attorney works under Florida Statutes Chapter 709 — signing rules, agent powers, and what snowbirds and retirees should know.
Single in Miami? Answers on who inherits without a will, FL intestacy, durable POA, health surrogate, and protecting your wishes.
How Florida residents and snowbirds use gifting, trusts, and federal exemptions to reduce estate tax. Practical strategies from a Miami estate planning attorney.
Avoid the most common Florida estate planning mistakes retirees and snowbirds make, from homestead errors to out-of-state wills. Miami attorney guidance.
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, and tax strategy for Miami retirees and snowbirds.
A Miami Q&A on Florida special needs trusts: keep Medicaid and SSI eligibility while providing for a loved one with a disability.
A Miami Q&A on Florida’s Medicaid 5-year look-back: how transfers trigger penalties and what planning options remain.
Moved to Florida, divorced, or remarried? Learn exactly how to update your estate plan, what Florida law changes, and the deadlines that matter.
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.
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.
How to include digital assets and online accounts in your Florida estate plan under Chapter 740. A guide for Miami retirees and snowbirds.
How to fund a revocable living trust correctly in Florida: re-titling homes, accounts, and investments so your Miami estate actually avoids probate.
A Florida living trust keeps your estate out of public probate records. Learn how privacy works for Miami retirees and snowbirds, plus what it can’t hide.
A Miami Q&A on estate tax: Florida has no estate or inheritance tax, but the federal estate tax and portability still matter for some families.
A Miami Q&A on choosing a Florida trustee: duties under Chapter 736, family vs. professional trustees, and how to decide.
Unmarried couples in Miami: why FL intestacy ignores partners, and how wills, POAs, trusts, and Lady Bird deeds protect you both.
A Miami Q&A on joint ownership pitfalls: how adding a co-owner can backfire under Florida law, expose homestead, and undercut your estate plan.
Miami Q&A on Florida advance directives: health care surrogate, living will, and how Chapter 765 lets you decide care before a crisis.
How pour-over wills work with a Florida living trust, why snowbirds need both, the Fla. Stat. 732.513 rules, and probate pitfalls to avoid.
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.
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.
