Helpful articles and guides to help you understand Florida estate planning. Learn about wills, trusts, probate, and how to protect your family.
A Lady Bird deed is one of the most useful estate planning tools available to Florida homeowners. It allows you to transfer real property at death without probate while retaining full control during your lifetime.
The trustee you choose will manage your assets, make distribution decisions, and carry out your wishes. Selecting the right person or institution is one of the most important decisions in your estate plan.
Guardianship is a court-supervised process that grants one person the legal authority to make decisions for another who is unable to do so. Understanding when it is needed and how it works can help families prepare.
Beneficiary designations on retirement accounts, life insurance, and financial accounts override your will and trust. Mistakes in these designations are among the most common and costly estate planning errors.
From cryptocurrency and online banking to social media and email, digital assets are an increasingly important part of your estate. Florida law provides a framework for managing these assets after death, but only if you plan ahead.
Florida homestead law provides powerful protections for your primary residence, but also creates unique estate planning challenges. Understanding these rules is essential for Florida property owners.
Probate in Florida can be time-consuming and expensive. A properly funded revocable living trust provides an effective way to bypass the probate process entirely.
Florida has specific requirements for wills to be legally valid. Understanding these rules helps ensure your will actually works when your family needs it.
A durable power of attorney is one of the most important estate planning documents. It ensures someone you trust can manage your affairs if you become unable to do so.
Probate is the legal process for settling an estate after death. Understanding how Florida probate works helps families prepare and avoid surprises.
Healthcare decisions should remain in your control, even if you cannot speak for yourself. Florida provides legal tools to ensure your medical wishes are followed.
Families with disabled members face unique challenges in estate planning. A special needs trust can provide for your loved one without jeopardizing their government benefits.
Florida probate takes time. Understanding the typical timeline helps families plan and manage expectations during the estate settlement process.
If you moved to Florida from another state, your estate plan may need significant updates. Florida law differs in important ways that can affect your documents.
Schedule a free consultation to discuss your specific estate planning needs.