Estate Planning for Miami Snowbirds and Dual-State Residents: A Checklist
Split time between Miami and up north? A checklist on Florida domicile, ancillary probate, homestead, and keeping one plan that works in both states.
March 4, 2026
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 choosing a trustee under Florida’s Trust Code, covering duties, family vs. professional trustees, and how to protect your beneficiaries.
When you divorce, remarry, or relocate to Florida, update your estate plan. A Miami estate attorney explains the statutes, deadlines, and physician-specific risks.
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.
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.
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.
Avoid the most common Florida estate planning mistakes—from homestead errors to outdated beneficiaries—with practical guidance for Miami professionals and physicians.
A Florida attorney’s guide to estate planning for blended families—elective share, homestead, QTIP trusts, and protecting both spouse and children.
What every Miami family needs in a Florida advance directive — health care surrogate, living will, and HIPAA access — explained as a practical checklist.
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 second-marriage couples coordinate prenups with estate plans to protect children, homestead, and elective share rights. Miami estate planning guide.
Florida has no estate tax, but federal rules and gifting strategies still shape what high earners and physicians keep. A Miami estate attorney explains.
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 to designate a health care surrogate and create a living will in Florida under Chapter 765 — built for physicians and professionals protecting their estates.
Estate Planning for Naturalizing Residents and Retirees in Miami: Where Florida Law Meets Immigration Status
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for physicians and professionals.
Second marriage in Miami? Protect your spouse and your kids. A Florida checklist for blended-family estate planning and homestead.
Florida gives unmarried partners no automatic rights. A Miami checklist on wills, POA, surrogates, and titling to protect each other.
Marriage, divorce, or a baby in Miami? A Florida-law checklist for updating wills, beneficiaries, POA, and surrogates after major life changes.
Estate Planning for Naturalizing Residents and Retirees in Miami: Where Florida Law Meets Immigration Status
How Florida professionals name guardians for minor children: the legal difference between guardian of the person and property, and how to do it right.
