Estate Tax: What Families Should Know
Palm Beach estate tax guide — Florida has no estate tax, but the federal exemption, portability, and step-up basis still matter to families.
November 12, 2025
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 attorney explains the five core estate planning documents every Florida adult needs, plus extra layers for business owners.
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 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.
A step-by-step Florida estate planning checklist for Palm Beach residents, with documents, timelines, and what each step costs you to skip.
Common Florida power of attorney mistakes that cost Palm Beach families time and money, and how Chapter 709 rules prevent them.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, accountings, and timelines explained.
When and why to review your Florida estate plan: life events, law changes, and a Palm Beach attorney’s schedule for business owners and succession.
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 to designate a health care surrogate and create a living will in Florida, with statute references and planning tips for Palm Beach business owners.
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.
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 Florida’s durable power of attorney works under Chapter 709, Florida Statutes — superpowers, business succession, and what owners in Palm Beach must know.
How Florida business owners plan for digital assets and online accounts under Fla. Stat. Ch. 740 (RUFADAA). Wills, trusts, and fiduciary access explained.
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.
Avoid the most common Florida estate planning mistakes. A Palm Beach attorney explains homestead, witnessing, funding trusts, and business succession traps.
How Palm Beach parents name a guardian for minor children in Florida: the will requirement, court process, costs, and timeline.
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.
Palm Beach guide to Florida advance directives — health care surrogate, living will, and HIPAA — how they work and what they prevent.
A Palm Beach how-it-works guide to lifetime gifting: timelines, costs, and Florida-specific rules for shrinking a federally taxable estate.
A Palm Beach guide to trusts vs. wills under Florida law — what each costs, how long probate takes, and which fits your family.
How to update your estate plan after divorce, marriage, or relocating to Palm Beach, FL. Florida statutes, homestead, and business succession explained.
How charitable giving and trusts fit into a Florida estate plan. CRTs, CLTs, DAFs, tax strategy, and succession planning for Palm Beach business owners.
In Florida, beneficiary designations on accounts and policies override your will. Learn why, what assets are affected, and how business owners can avoid costly mistakes.
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
A Palm Beach attorney’s guide to estate planning for blended families in Florida: spousal rights, trusts, business succession, and avoiding accidental disinheritance.
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 special needs trusts work for Palm Beach families: costs, timelines, and Florida rules that protect SSI and Medicaid eligibility.
How Florida residents and business owners use gifting strategies to reduce federal estate tax. Annual exclusions, the lifetime exemption, trusts, and 2026 changes.
