Estate Tax in Miami, FL: What Families Should Know
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.
March 4, 2025
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.
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.
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.
How a durable power of attorney works under Florida Statutes Chapter 709 — signing rules, agent powers, and what snowbirds and retirees should know.
Worried about Miami probate? A Q&A on Florida tools to skip court: revocable trusts, Lady Bird deeds, beneficiary designations and homestead.
A Miami estate attorney explains how to avoid Florida probate with trusts, beneficiary designations, joint titling, and lady bird deeds.
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 digital assets in your estate plan: photos, crypto, email, and accounts, and how Florida law lets your fiduciary access them.
How to fund a revocable living trust correctly in Florida: re-titling homes, accounts, and investments so your Miami estate actually avoids probate.
A Miami estate attorney’s guide to succession and estate planning for Florida business owners: buy-sell agreements, trusts, LLCs, taxes, and probate.
A Miami Q&A on choosing a Florida trustee: duties under Chapter 736, family vs. professional trustees, and how to decide.
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.
How Florida estate planning protects an inheritance for spendthrift or young heirs using trusts, age staggering, and spendthrift clauses.
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.
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.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, ancillary probate, trusts, and homestead.
Miami Q&A on charitable giving in your estate plan: bequests, beneficiary gifts, and trusts under Florida law, with no state estate tax to navigate.
