How to Choose the Right Executor for Your Palm Beach Estate
Choosing a personal representative in Florida: who qualifies, the probate timeline, costs, and what Palm Beach executors actually do.
June 27, 2025
Choosing a personal representative in Florida: who qualifies, the probate timeline, costs, and what Palm Beach executors actually do.
Florida revocable living trust vs. will compared by a Palm Beach estate planning attorney: probate, privacy, cost, and which fits your family or business.
A Palm Beach attorney explains the five core estate planning documents every Florida adult needs, plus extra layers for business owners.
How to update your estate plan after divorce, marriage, or relocating to Palm Beach, FL. Florida statutes, homestead, and business succession explained.
How a Florida pour-over will works with your living trust to catch stray assets, avoid intestacy, and keep your succession plan whole. Palm Beach guidance.
How Florida’s Medicaid 5-year look-back works for Palm Beach seniors: transfer penalties, timelines, and lawful planning steps.
Do Palm Beach residents really need a will? A plain look at what a Florida will costs, what skipping one costs, and when a trust makes more sense.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, accountings, and timelines explained.
How Florida business owners protect inheritances for spendthrift or young heirs using spendthrift trusts, staggered distributions, and trustee controls.
How Florida’s durable power of attorney works under Chapter 709, Florida Statutes — superpowers, business succession, and what owners in Palm Beach must know.
A Palm Beach attorney explains Florida incapacity planning: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
Palm Beach guide to Florida advance directives — health care surrogate, living will, and HIPAA — how they work and what they prevent.
Irrevocable trusts aren’t for everyone. A Palm Beach guide to when a Florida irrevocable trust genuinely helps, what you give up, and the real cost.
Common Florida power of attorney mistakes that cost Palm Beach families time and money, and how Chapter 709 rules prevent them.
A Palm Beach guide to Florida durable powers of attorney — how Chapter 709 works, what it costs to skip one, and how to set one up right.
Palm Beach estate tax guide — Florida has no estate tax, but the federal exemption, portability, and step-up basis still matter to families.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains the trade-offs, tax and asset-protection uses, and business-succession fit.
How Palm Beach families avoid Florida probate — Lady Bird deeds, beneficiary designations, trusts — with realistic timelines and costs.
How to designate a health care surrogate and create a living will in Florida, with statute references and planning tips for Palm Beach business owners.
How an ILIT works in Palm Beach: keeping life insurance out of your taxable estate, costs, the three-year rule, and the setup timeline in Florida.
How to name a guardian for minor children in a Florida estate plan: preneed designations, Chapter 744 rules, and what Palm Beach parents must know.
How special needs trusts work for Palm Beach families: costs, timelines, and Florida rules that protect SSI and Medicaid eligibility.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how business owners can plan around it lawfully.
How Palm Beach parents name a guardian for minor children in Florida: the will requirement, court process, costs, and timeline.
How a Florida special needs trust protects a disabled beneficiary’s SSI and Medicaid. Palm Beach attorney guide to first-party, third-party, and pooled trusts.
How Florida homestead law shields the family home from creditors and shapes who inherits it. A Palm Beach estate planning guide for owners and families.
How charitable giving and trusts fit into a Florida estate plan. CRTs, CLTs, DAFs, tax strategy, and succession planning for Palm Beach business owners.
How a Florida pet trust works in Palm Beach: costs, funding, choosing a caregiver, and the timeline to set one up under Fla. Stat. 736.0408.
How Florida business owners protect their company with estate and succession planning—buy-sell agreements, trusts, LLC transfers, and probate avoidance.
A step-by-step Florida estate planning checklist for Palm Beach residents, with documents, timelines, and what each step costs you to skip.
