How to Avoid Probate
How Palm Beach families avoid Florida probate — Lady Bird deeds, beneficiary designations, trusts — with realistic timelines and costs.
January 5, 2026
How Palm Beach families avoid Florida probate — Lady Bird deeds, beneficiary designations, trusts — with realistic timelines and costs.
How Florida residents and business owners use gifting strategies to reduce federal estate tax. Annual exclusions, the lifetime exemption, trusts, and 2026 changes.
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 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 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.
Learn how to avoid probate in Florida with revocable trusts, beneficiary designations, and titling strategies built for Palm Beach business owners.
A Palm Beach attorney explains Florida incapacity planning: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
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 their company with estate and succession planning—buy-sell agreements, trusts, LLC transfers, and probate avoidance.
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.
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 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.
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.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, accountings, and timelines explained.
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.
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 trusts vs. wills under Florida law — what each costs, how long probate takes, and which fits your family.
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.
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.
How Palm Beach parents name a guardian for minor children in Florida: the will requirement, court process, costs, and timeline.
How Florida lady bird (enhanced life estate) deeds avoid probate, preserve homestead protection, and fit business succession plans in Palm Beach.
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.
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.
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 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 attorney explains the five core estate planning documents every Florida adult needs, plus extra layers for 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.
