Joint Ownership and Survivorship Pitfalls in Florida Estate Planning
Adding a child as a joint owner or survivor in Florida can trigger probate, tax, and creditor problems. A Florida estate attorney explains the pitfalls and fixes.
Blog About Estate Planning
Adding a child as a joint owner or survivor in Florida can trigger probate, tax, and creditor problems. A Florida estate attorney explains the pitfalls and fixes.
Not every legal issue needs a lawyer. Learn which matters you can handle yourself in Florida and when it’s smarter to get professional help.
Florida revocable living trust vs. will: how each works, what avoids probate, and which fits an adult child planning for aging parents.
How to designate a health care surrogate and create a living will in Florida under Chapter 765 — a practical guide for adult children helping aging parents.
A free attorney consultation is your chance to get answers. Avoid these common mistakes so you make the most of the meeting.
A Florida estate attorney explains the five core estate planning documents every adult needs: will, durable POA, health care surrogate, living will, and trust.
What does ‘no win, no fee’ really mean? Learn how contingency fees work, what costs you may still owe, and when they apply in Florida.
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, and donor-advised funds for families planning for aging parents.
How Florida second marriages and prenuptial agreements affect estate planning, elective share, homestead, and inheritance for your aging parent and you.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, deadlines, and how to plan around it. South Florida estate guide.
In Florida, beneficiary designations on accounts and policies override your will. Learn how to coordinate them so your estate plan actually works.
Florida incapacity planning protects an aging parent who is alive but can’t decide. Learn the POA, health care surrogate & living will tools that avoid guardianship.
How a Florida pour-over will works with a revocable living trust, what it catches, the statutes behind it, and what adult children should know.
How Florida residents avoid estate tax and use gifting strategies to protect aging parents’ assets. Exemptions, the annual exclusion, and Florida-specific tips.
How snowbirds and dual-state residents should structure wills, trusts, and Florida domicile to avoid double taxation and probate in two states.
How Florida parents protect an inheritance for spendthrift or young heirs using spendthrift trusts, age-staggered distributions, and trustee controls.
How Medicaid asset protection planning works in Florida, the 5-year look-back, and what adult children can do to protect an aging parent’s home and savings.
How Florida trust administration works after the grantor dies: trustee duties, the 30-day notice rule, creditors, taxes, and timelines for adult children.
When do irrevocable trusts make sense in Florida? A South Florida estate attorney explains Medicaid planning, asset protection, taxes, and the trade-offs.
A Florida estate planning attorney’s guide to business succession: buy-sell agreements, trusts, probate avoidance, and protecting an aging parent’s company.
How Florida special needs trusts protect a disabled child’s SSI and Medicaid. Types, trustee duties, and funding explained by an estate planning attorney.
Confused about legal fees? Learn how hourly and flat-fee billing work, what retainers mean, and how to compare attorney costs in Florida.
Not sure if your situation needs an attorney? Here are 5 clear signs it’s time to hire a lawyer in Florida before things get worse.
South Florida is one of the most international communities in the country. In Miami-Dade, Broward, and Palm Beach counties, it is common for one spouse
A Florida estate attorney explains how to fund a revocable living trust correctly, retitle assets, avoid probate, and protect aging parents’ estates.
How to name a guardian for minor children in a Florida estate plan, what your will can and cannot do, and the statutes that govern the choice.
When and why to review a Florida estate plan: life-event triggers, the 3-5 year rule, statute changes, and what adult children should check for aging parents.
Avoid the most common Florida estate planning mistakes, from homestead errors to outdated beneficiaries, with practical guidance for families and aging parents.
How Florida Lady Bird (enhanced life estate) deeds let aging parents avoid probate, keep control, and protect the homestead. A clear guide for adult children.
How to include digital assets and online accounts in a Florida estate plan under Chapter 740, so adult children can manage an aging parent’s accounts.