Why Miami Immigrant Business Owners Need Both an Estate Plan and Immigration Counsel
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
Estate Planning
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 Q&A on digital assets in your estate plan: photos, crypto, email, and accounts, and how Florida law lets your fiduciary access them.
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 Florida’s Medicaid 5-year look-back: how transfers trigger penalties and what planning options remain.
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 to designate a health care surrogate and create a living will in Florida under Chapter 765 — built for Miami retirees and seasonal snowbird residents.
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 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.
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 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.
Florida incapacity planning explained for retirees and snowbirds: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
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.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, ancillary probate, trusts, and homestead.
Snowbirds with a Miami home: answers on FL residency, homestead, avoiding dual probate, and why Florida law favors your estate plan.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, taxes, and timelines for 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 estate planning attorney compares Florida revocable living trusts and wills—probate, snowbird issues, costs, and which fits your family.
Worried about Miami probate? A Q&A on Florida tools to skip court: revocable trusts, Lady Bird deeds, beneficiary designations and homestead.
A Miami parents’ Q&A on naming a guardian in Florida: how to choose, why a will matters, and how courts decide.
A Miami Q&A on Florida’s durable power of attorney under Chapter 709: what it covers, why it must be signed now, and how to avoid guardianship.
How Florida residents and snowbirds use gifting, trusts, and federal exemptions to reduce estate tax. Practical strategies from a Miami estate planning attorney.
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.
Single in Miami? Answers on who inherits without a will, FL intestacy, durable POA, health surrogate, and protecting your wishes.
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, and tax strategy for Miami retirees and snowbirds.
How Florida estate planning protects an inheritance for spendthrift or young heirs using trusts, age staggering, and spendthrift clauses.
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 Q&A on gifting to reduce federal estate tax: annual exclusion, education and medical gifts, and giving while honoring Florida homestead.
How to include digital assets and online accounts in your Florida estate plan under Chapter 740. A guide 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.
Miami estate planning Q&A on beneficiary designations: why they override your will under Florida law and the mistakes that derail Miami-Dade estates.