Estate Planning for Unmarried Couples in Miami: A Protection Checklist
Florida gives unmarried partners no automatic rights. A Miami checklist on wills, POA, surrogates, and titling to protect each other.
November 1, 2025
Florida gives unmarried partners no automatic rights. A Miami checklist on wills, POA, surrogates, and titling to protect each other.
How Medicaid asset protection planning works in Florida in 2026 — income caps, the 5-year lookback, QITs, homestead, and trusts. Miami estate planning insight.
A Florida-law checklist for Miami business owners: succession, buy-sell, durable POA, revocable trusts, and probate-proofing your company.
A Florida estate planning attorney explains when and why to review your estate plan—life events, law changes, and a practical review schedule.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect homestead. An estate attorney’s guide for Miami professionals.
How joint ownership and right of survivorship can wreck a Florida estate plan for physicians and professionals, and what to do instead.
How Florida professionals protect an inheritance for spendthrift or young heirs using spendthrift trusts, age-staged distributions, and the right trustee.
How trust administration works in Florida after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and key statutes explained.
Support Miami causes and pass on values with smart charitable giving. A Florida checklist of tools, from bequests to charitable trusts.
A Miami checklist on estate tax for Florida families — why Florida charges no state estate tax, when the federal tax applies, and what to watch for.
Single in Miami? A Florida-law checklist covering POA, health care surrogate, beneficiaries, and why intestacy may not name who you want.
A Miami checklist for Florida special needs trusts — how to provide for a loved one with a disability without jeopardizing Medicaid and SSI benefits.
How Florida business owners and physicians plan their estates and structure succession—buy-sell agreements, trusts, LLC transfers, and probate-avoidance strategies.
How a Florida special needs trust protects a disabled beneficiary’s SSI and Medicaid while funding a better life. Types, rules, and pitfalls explained.
How Florida professionals and physicians protect digital assets, crypto, and online accounts in an estate plan under Florida’s RUFADAA. A Miami attorney explains.
A Miami checklist for choosing a trustee under Florida’s Trust Code, covering duties, family vs. professional trustees, and how to protect your beneficiaries.
A Florida estate attorney explains how to plan for incapacity—not just death—using durable powers of attorney, health care surrogates, and living wills.
How charitable trusts work in a Florida estate plan—CRTs, CLTs, donor-advised funds, and tax-smart giving strategies for Miami physicians and professionals.
Split time between Miami and up north? A checklist on Florida domicile, ancillary probate, homestead, and keeping one plan that works in both states.
How pour-over wills work with a Florida living trust, what they catch, and why physicians and professionals in Miami still need probate planning.
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
Miami is built by people who came from somewhere else. Many of our clients arrived on a visa, became permanent residents, and are now somewhere
How Florida homestead law shields your family home from creditors and probate, and how physicians and professionals plan around its inheritance rules.
How to designate a health care surrogate and create a living will in Florida under Chapter 765 — built for physicians and professionals protecting their estates.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for physicians and professionals.
How Florida second-marriage couples coordinate prenups with estate plans to protect children, homestead, and elective share rights. Miami estate planning guide.
A Miami checklist for choosing your Florida executor, called a personal representative, including who can legally serve and what the job really involves.
How Florida’s 30% elective share works, what assets count in the elective estate, and how physicians and professionals plan around or honor a surviving spouse.
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
How to fund a revocable trust correctly in Florida, retitling assets, beneficiary designations, and the mistakes physicians and professionals must avoid.
