How Medicaid asset protection planning works in Florida: the 5-year look-back, irrevocable trusts, homestead, and what business owners should know.
A Palm Beach attorney explains the five core estate planning documents every Florida adult needs, plus extra layers for business owners.
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.
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.
How Florida business owners protect their company with estate and succession planning—buy-sell agreements, trusts, LLC transfers, and probate avoidance.
A Palm Beach attorney explains Florida incapacity planning: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
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 how-it-works guide to lifetime gifting: timelines, costs, and Florida-specific rules for shrinking a federally taxable estate.
How charitable giving and trusts fit into a Florida estate plan. CRTs, CLTs, DAFs, tax strategy, and succession planning for Palm Beach business owners.
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 attorney’s guide to estate planning for blended families in Florida: spousal rights, trusts, business succession, and avoiding accidental disinheritance.
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.
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.
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 business owners protect inheritances for spendthrift or young heirs using spendthrift trusts, staggered distributions, and trustee controls.
Florida revocable living trust vs. will compared by a Palm Beach estate planning attorney: probate, privacy, cost, and which fits your family or business.
