Joint Ownership and Survivorship Pitfalls in Florida Estate Planning
How joint ownership and right of survivorship can wreck a Florida estate plan for physicians and professionals, and what to do instead.
June 23, 2026
How joint ownership and right of survivorship can wreck a Florida estate plan for physicians and professionals, and what to do instead.
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 to fund a revocable trust correctly in Florida, retitling assets, beneficiary designations, and the mistakes physicians and professionals must avoid.
A Florida estate planning attorney explains when and why to review your estate plan—life events, law changes, and a practical review schedule.
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 pour-over wills work with a Florida living trust, what they catch, and why physicians and professionals in Miami still need probate planning.
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.
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 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 a Florida special needs trust protects a disabled beneficiary’s SSI and Medicaid while funding a better life. Types, rules, and pitfalls explained.
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.
Florida has no estate tax, but federal rules and gifting strategies still shape what high earners and physicians keep. A Miami estate attorney explains.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, probate, and protecting your estate.
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.
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 charitable trusts work in a Florida estate plan—CRTs, CLTs, donor-advised funds, and tax-smart giving strategies for Miami 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.
Split time between Miami and up north? A checklist on Florida domicile, ancillary probate, homestead, and keeping one plan that works in both states.
A Miami checklist for beneficiary designations under Florida law, why they override your will, and how outdated forms derail even careful estate plans.
Crypto, cloud photos, and online accounts can vanish at death. A Florida checklist for adding digital assets to your Miami estate plan.
When an irrevocable trust makes sense in Florida: asset protection, Medicaid planning, and estate tax strategy for Miami physicians and professionals.
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.
Avoid the most common Florida estate planning mistakes—from homestead errors to outdated beneficiaries—with practical guidance for Miami professionals and physicians.
How Florida professionals protect an inheritance for spendthrift or young heirs using spendthrift trusts, age-staged distributions, and the right trustee.
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.
What every Miami family needs in a Florida advance directive — health care surrogate, living will, and HIPAA access — explained as a practical checklist.
A Florida attorney’s guide to estate planning for blended families—elective share, homestead, QTIP trusts, and protecting both spouse and children.
