Updating Your Miami Estate Plan After Marriage, Divorce, or a New Child
Marriage, divorce, or a baby in Miami? A Florida-law checklist for updating wills, beneficiaries, POA, and surrogates after major life changes.
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Marriage, divorce, or a baby in Miami? A Florida-law checklist for updating wills, beneficiaries, POA, and surrogates after major life changes.
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 trust administration works in Florida after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and key statutes explained.
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
Avoid the most common Florida estate planning mistakes—from homestead errors to outdated beneficiaries—with practical guidance for Miami professionals and physicians.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.
How joint ownership and right of survivorship can wreck a Florida estate plan for physicians and professionals, and what to do instead.
A Miami checklist of Florida-friendly gifting strategies — annual exclusion gifts, tuition and medical payments, and trusts — to shrink a taxable estate.
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
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.
When you divorce, remarry, or relocate to Florida, update your estate plan. A Miami estate attorney explains the statutes, deadlines, and physician-specific risks.
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.
Support Miami causes and pass on values with smart charitable giving. A Florida checklist of tools, from bequests to charitable trusts.
How pour-over wills work with a Florida living trust, what they catch, and why physicians and professionals in Miami still need probate planning.
How Florida’s durable power of attorney works under Chapter 709: signing rules, superpowers, and what physicians and professionals should know.
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 charitable trusts work in a Florida estate plan—CRTs, CLTs, donor-advised funds, and tax-smart giving strategies for Miami physicians and professionals.
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 professionals name guardians for minor children: the legal difference between guardian of the person and property, and how to do it right.
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.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect homestead. An estate attorney’s guide for Miami 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 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.
How to fund a revocable trust correctly in Florida, retitling assets, beneficiary designations, and the mistakes physicians and professionals must avoid.
How Florida business owners and physicians plan their estates and structure succession—buy-sell agreements, trusts, LLC transfers, and probate-avoidance strategies.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for physicians and professionals.
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 second-marriage couples coordinate prenups with estate plans to protect children, homestead, and elective share rights. Miami estate planning guide.