How Florida’s durable power of attorney works under Chapter 709, Florida Statutes — superpowers, business succession, and what owners in Palm Beach must know.
Palm Beach estate tax guide — Florida has no estate tax, but the federal exemption, portability, and step-up basis still matter to families.
A Palm Beach guide to Florida revocable living trusts: how they skip probate, what funding really involves, what they cost, and the timeline to set one up.
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 Florida residents and business owners use gifting strategies to reduce federal estate tax. Annual exclusions, the lifetime exemption, trusts, and 2026 changes.
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.
A Palm Beach estate planning guide for snowbirds and dual-state residents: Florida domicile, ancillary probate, trusts, and protecting your business.
Florida revocable living trust vs. will compared by a Palm Beach estate planning attorney: probate, privacy, cost, and which fits your family or business.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, accountings, and timelines explained.
A Palm Beach how-it-works guide to making a valid Florida will: the §732.502 signing rules, what it costs, and how long the process really takes.
How Florida business owners plan for digital assets and online accounts under Fla. Stat. Ch. 740 (RUFADAA). Wills, trusts, and fiduciary access explained.
A Palm Beach guide to trusts vs. wills under Florida law — what each costs, how long probate takes, and which fits your family.
A Palm Beach attorney explains Florida incapacity planning: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
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 to fund a revocable trust correctly in Florida: retitling assets, homestead, LLC interests, and the mistakes that send a business owner’s estate to probate.
How Palm Beach families avoid Florida probate — Lady Bird deeds, beneficiary designations, trusts — with realistic timelines and costs.
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.
Palm Beach guide to Florida advance directives — health care surrogate, living will, and HIPAA — how they work and what they prevent.
How special needs trusts work for Palm Beach families: costs, timelines, and Florida rules that protect SSI and Medicaid eligibility.
Dying without a will in Palm Beach? Here’s how Florida intestacy works, who inherits, what probate costs, and the homestead trap that surprises families.
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.
A Palm Beach attorney explains the five core estate planning documents every Florida adult needs, plus extra layers for business owners.
How Florida business owners protect their company with estate and succession planning—buy-sell agreements, trusts, LLC transfers, and probate avoidance.
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 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 update your estate plan after divorce, marriage, or relocating to Palm Beach, FL. Florida statutes, homestead, and business succession explained.
How Florida’s Medicaid 5-year look-back works for Palm Beach seniors: transfer penalties, timelines, and lawful planning steps.
Palm Beach has long drawn families from around the world, and many of them live with one foot in two countries. A spouse may hold
Learn how to avoid probate in Florida with revocable trusts, beneficiary designations, and titling strategies built for Palm Beach business owners.
A Palm Beach how-it-works guide to lifetime gifting: timelines, costs, and Florida-specific rules for shrinking a federally taxable estate.
