Including Digital Assets in Your Miami Estate Plan: A Checklist
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
Estate Planning
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
How Florida business owners and physicians plan their estates and structure succession—buy-sell agreements, trusts, LLC transfers, and probate-avoidance strategies.
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
Florida has no estate tax, but federal rules and gifting strategies still shape what high earners and physicians keep. A Miami estate attorney explains.
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 attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, probate, and protecting your estate.
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 choosing a trustee under Florida’s Trust Code, covering duties, family vs. professional trustees, and how to protect your beneficiaries.
Second marriage in Miami? Protect your spouse and your kids. A Florida checklist for blended-family estate planning and homestead.
A Florida-law checklist for Miami business owners: succession, buy-sell, durable POA, revocable trusts, and probate-proofing your company.
A Miami checklist of Florida-friendly gifting strategies — annual exclusion gifts, tuition and medical payments, and trusts — to shrink a taxable estate.
When you divorce, remarry, or relocate to Florida, update your estate plan. A Miami estate attorney explains the statutes, deadlines, and physician-specific risks.
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.
How Florida professionals protect an inheritance for spendthrift or young heirs using spendthrift trusts, age-staged distributions, and the right trustee.
A Florida estate planning attorney explains when and why to review your estate plan—life events, law changes, and a practical review schedule.
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 living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for 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.
How Florida second-marriage couples coordinate prenups with estate plans to protect children, homestead, and elective share rights. Miami estate planning guide.
Avoid the most common Florida estate planning mistakes—from homestead errors to outdated beneficiaries—with practical guidance for Miami professionals and physicians.
A Miami checklist for beneficiary designations under Florida law, why they override your will, and how outdated forms derail even careful estate plans.
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.
How joint ownership and right of survivorship can wreck a Florida estate plan for physicians and professionals, and what to do instead.
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 Lady Bird (enhanced life estate) deeds avoid probate, keep control, and protect homestead. An estate attorney’s guide for Miami professionals.
What every Miami family needs in a Florida advance directive — health care surrogate, living will, and HIPAA access — explained as a practical checklist.
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 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.
How a Florida special needs trust protects a disabled beneficiary’s SSI and Medicaid while funding a better life. Types, rules, and pitfalls explained.