Charitable Giving in Your Miami Estate Plan: A Practical Checklist
Support Miami causes and pass on values with smart charitable giving. A Florida checklist of tools, from bequests to charitable trusts.
November 24, 2025
Support Miami causes and pass on values with smart charitable giving. A Florida checklist of tools, from bequests to charitable trusts.
When you divorce, remarry, or relocate to Florida, update your estate plan. A Miami estate attorney explains the statutes, deadlines, and physician-specific risks.
How Florida homestead law shields your family home from creditors and probate, and how physicians and professionals plan around its inheritance rules.
A Florida-law checklist for Miami business owners: succession, buy-sell, durable POA, revocable trusts, and probate-proofing your company.
Second marriage in Miami? Protect your spouse and your kids. A Florida checklist for blended-family estate planning and homestead.
A Miami checklist of Florida-friendly gifting strategies — annual exclusion gifts, tuition and medical payments, and trusts — to shrink a taxable estate.
A Miami checklist for choosing a trustee under Florida’s Trust Code, covering duties, family vs. professional trustees, and how to protect your beneficiaries.
Florida gives unmarried partners no automatic rights. A Miami checklist on wills, POA, surrogates, and titling to protect each other.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, probate, and protecting your estate.
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
A Florida estate planning attorney explains when and why to review your estate plan—life events, law changes, and a practical review schedule.
A Miami checklist for Florida special needs trusts — how to provide for a loved one with a disability without jeopardizing Medicaid and SSI benefits.
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.
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
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.
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 to designate a health care surrogate and create a living will in Florida under Chapter 765 — built for physicians and professionals protecting their estates.
Florida beneficiary designations override your will on accounts like IRAs, 401(k)s, and life insurance. Learn how to keep them aligned with your estate plan.
Marriage, divorce, or a baby in Miami? A Florida-law checklist for updating wills, beneficiaries, POA, and surrogates after major life changes.
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 Florida attorney’s guide to estate planning for blended families—elective share, homestead, QTIP trusts, and protecting both spouse and children.
A Miami checklist for beneficiary designations under Florida law, why they override your will, and how outdated forms derail even careful estate plans.
A Miami checklist for choosing your Florida executor, called a personal representative, including who can legally serve and what the job really involves.
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
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 naming guardians for minor children under Florida law, covering wills, standby guardians, and how to keep your kids’ inheritance protected.
A Florida estate attorney explains how to plan for incapacity—not just death—using durable powers of attorney, health care surrogates, and living wills.
New parents in Miami need more than a will. A Florida checklist: guardians, trusts for kids, POA, and homestead, in plain language.
How Florida professionals name guardians for minor children: the legal difference between guardian of the person and property, and how to do it right.
Split time between Miami and up north? A checklist on Florida domicile, ancillary probate, homestead, and keeping one plan that works in both states.
