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.
Single in Miami? A Florida-law checklist covering POA, health care surrogate, beneficiaries, and why intestacy may not name who you want.
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.
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
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.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, probate, and protecting your estate.
How Florida second-marriage couples coordinate prenups with estate plans to protect children, homestead, and elective share rights. Miami estate planning guide.
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 Florida attorney’s guide to estate planning for blended families—elective share, homestead, QTIP trusts, and protecting both spouse and children.
A Miami checklist of Florida-friendly gifting strategies — annual exclusion gifts, tuition and medical payments, and trusts — to shrink a taxable estate.
How Florida’s durable power of attorney works under Chapter 709: signing rules, superpowers, and what physicians and professionals should know.
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 Florida homestead law shields your family home from creditors and probate, and how physicians and professionals plan around its inheritance rules.
Florida has no estate tax, but federal rules and gifting strategies still shape what high earners and physicians keep. A Miami estate attorney explains.
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
New parents in Miami need more than a will. A Florida checklist: guardians, trusts for kids, POA, and homestead, in plain language.
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.
