Estate Planning for Miami Business Owners: A Practical Checklist
A Florida-law checklist for Miami business owners: succession, buy-sell, durable POA, revocable trusts, and probate-proofing your company.
December 29, 2024
A Florida-law checklist for Miami business owners: succession, buy-sell, durable POA, revocable trusts, and probate-proofing your company.
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.
How Florida homestead law shields your family home from creditors and probate, and how physicians and professionals plan around its inheritance rules.
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 Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect homestead. An estate attorney’s guide for Miami professionals.
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 estate attorney explains how to plan for incapacity—not just death—using durable powers of attorney, health care surrogates, and living wills.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for physicians and professionals.
Single in Miami? A Florida-law checklist covering POA, health care surrogate, beneficiaries, and why intestacy may not name who you want.
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 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.
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 charitable trusts work in a Florida estate plan—CRTs, CLTs, donor-advised funds, and tax-smart giving strategies for Miami physicians and professionals.
How Florida professionals and physicians protect digital assets, crypto, and online accounts in an estate plan under Florida’s RUFADAA. A Miami attorney explains.
How trust administration works in Florida after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and key statutes explained.
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.
What every Miami family needs in a Florida advance directive — health care surrogate, living will, and HIPAA access — explained as a practical checklist.
