Florida has no estate tax, but federal rules and gifting strategies still shape what high earners and physicians keep. A Miami estate attorney explains.
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 Florida’s durable power of attorney works under Chapter 709: signing rules, superpowers, and what physicians and professionals should know.
Marriage, divorce, or a baby in Miami? A Florida-law checklist for updating wills, beneficiaries, POA, and surrogates after major life changes.
How Florida professionals and physicians protect digital assets, crypto, and online accounts in an estate plan under Florida’s RUFADAA. A Miami attorney explains.
A Florida-law checklist for Miami business owners: succession, buy-sell, durable POA, revocable trusts, and probate-proofing your company.
Single in Miami? A Florida-law checklist covering POA, health care surrogate, beneficiaries, and why intestacy may not name who you want.
Second marriage in Miami? Protect your spouse and your kids. A Florida checklist for blended-family estate planning and homestead.
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 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A Miami checklist for beneficiary designations under Florida law, why they override your will, and how outdated forms derail even careful estate plans.
How trust administration works in Florida after the grantor dies: trustee duties, the 60-day notice, creditor handling, taxes, and key statutes explained.
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.
How Florida second-marriage couples coordinate prenups with estate plans to protect children, homestead, and elective share rights. Miami estate planning guide.
How joint ownership and right of survivorship can wreck a Florida estate plan for physicians and professionals, and what to do instead.
Support Miami causes and pass on values with smart charitable giving. A Florida checklist of tools, from bequests to charitable trusts.
A Miami checklist for choosing a trustee under Florida’s Trust Code, covering duties, family vs. professional trustees, and how to protect your beneficiaries.
A Florida estate attorney explains how to plan for incapacity—not just death—using durable powers of attorney, health care surrogates, and living wills.
