Irrevocable Trusts in Florida: When They Actually Make Sense
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
June 23, 2026
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
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.
How Florida professionals name guardians for minor children: the legal difference between guardian of the person and property, and how to do it right.
Marriage, divorce, or a baby in Miami? A Florida-law checklist for updating wills, beneficiaries, POA, and surrogates after major life changes.
Split time between Miami and up north? A checklist on Florida domicile, ancillary probate, homestead, and keeping one plan that works in both states.
A Miami checklist for the Florida durable power of attorney under Ch. 709 — what it covers, why it must be signed before a crisis, and how to set it up right.
What every Miami family needs in a Florida advance directive — health care surrogate, living will, and HIPAA access — explained as a practical checklist.
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
A Miami checklist for Florida special needs trusts — how to provide for a loved one with a disability without jeopardizing Medicaid and SSI benefits.
Single in Miami? A Florida-law checklist covering POA, health care surrogate, beneficiaries, and why intestacy may not name who you want.
Avoid the most common Florida estate planning mistakes—from homestead errors to outdated beneficiaries—with practical guidance for Miami professionals and physicians.
How charitable trusts work in a Florida estate plan—CRTs, CLTs, donor-advised funds, and tax-smart giving strategies for Miami physicians and professionals.
Estate Planning for Naturalizing Residents and Retirees in Miami: Where Florida Law Meets Immigration Status
A Miami checklist for naming guardians for minor children under Florida law, covering wills, standby guardians, and how to keep your kids’ inheritance protected.
How Florida’s durable power of attorney works under Chapter 709: signing rules, superpowers, and what physicians and professionals should know.
Estate Planning for Naturalizing Residents and Retirees in Miami: Where Florida Law Meets Immigration Status
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect homestead. An estate attorney’s guide for Miami professionals.
A Miami checklist of Florida-friendly gifting strategies — annual exclusion gifts, tuition and medical payments, and trusts — to shrink a taxable estate.
Florida has no estate tax, but federal rules and gifting strategies still shape what high earners and physicians keep. A Miami estate attorney explains.
A practical Miami checklist for Florida Medicaid planning and the 5-year look-back, including homestead rules and what to avoid before you transfer assets.
Support Miami causes and pass on values with smart charitable giving. A Florida checklist of tools, from bequests to charitable trusts.
Joint ownership feels easy in Miami, but it can wreck your estate plan. A Florida checklist of the pitfalls to avoid before adding a co-owner.
A Miami checklist for choosing your Florida executor, called a personal representative, including who can legally serve and what the job really involves.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, probate, and protecting your estate.
How Medicaid asset protection planning works in Florida in 2026 — income caps, the 5-year lookback, QITs, homestead, and trusts. Miami estate planning insight.
How pour-over wills work with a Florida living trust, what they catch, and why physicians and professionals in Miami still need probate planning.
A Florida estate planning attorney explains when and why to review your estate plan—life events, law changes, and a practical review schedule.
How to fund a revocable trust correctly in Florida, retitling assets, beneficiary designations, and the mistakes physicians and professionals must avoid.
A Florida attorney’s guide to estate planning for blended families—elective share, homestead, QTIP trusts, and protecting both spouse and children.
New parents in Miami need more than a will. A Florida checklist: guardians, trusts for kids, POA, and homestead, in plain language.
