Estate Planning for Business Owners and Succession in Florida
A Florida attorney’s guide to estate planning and business succession: trusts, buy-sell agreements, LLC transfers, and keeping your company out of probate.
Blog About Estate Planning
A Florida attorney’s guide to estate planning and business succession: trusts, buy-sell agreements, LLC transfers, and keeping your company out of probate.
Divorced, newly married, or new to Florida? Here’s how to update your will, trust, and beneficiary designations the right way under Florida law.
Florida has no state estate tax. Learn how the 2026 federal estate tax exemption and gifting strategies protect young families and first-time planners.
Funding a revocable trust in Florida means retitling assets into the trust’s name. Learn how to do it right and avoid probate. A guide for young families.
Florida incapacity planning protects you while you’re alive. Learn about durable powers of attorney, health care surrogates, and living wills for young families.
How Florida parents name a guardian for minor children in a will or preneed declaration, who decides, and the mistakes first-time planners make.
Avoid the most common Florida estate planning mistakes. A South Florida attorney explains homestead, beneficiary, and probate traps young families miss.
How to designate a health care surrogate and create a living will in Florida. A clear guide for young families and first-time planners.
A Florida attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, ancillary probate, and avoiding two probates.
A Florida estate attorney explains irrevocable trusts: how they work, when they make sense for young families, and the trade-offs before you give up control.
A Florida attorney explains durable powers of attorney under Chapter 709: how they work, signing rules, and why young families need one.
Some legal matters you can handle yourself and save money. Learn which DIY situations are reasonable, which aren’t, and how to do it safely.
A Florida attorney explains joint ownership and survivorship pitfalls—689.15, homestead, probate, and creditor risks young families overlook.
How a special needs trust in Florida protects a disabled beneficiary’s SSI and Medicaid. First-party vs. third-party trusts, funding, and trustee duties explained.
A Florida estate attorney explains how to avoid probate with trusts, beneficiary designations, and proper titling. Practical steps for young families.
How to include digital assets and online accounts in your Florida estate plan under Chapter 740, plus practical steps for young families.
How Medicaid asset protection planning works in Florida in 2026: lookback rules, the 2026 asset limits, spousal protections, and legal tools that keep your home.
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, donor-advised funds, and tips for first-time planners and young families.
How a pour-over will works with a Florida living trust to catch stray assets, why it still triggers probate, and what young families should know before signing.
How Florida’s 30% elective share protects a surviving spouse, what counts in the estate, and how young families can plan around it. A FL attorney explains.
Florida revocable living trust vs. will, explained for young families: how each works, what avoids probate, costs, and which fits your situation.
How Florida homestead law protects your family home from creditors and forced sale, and how to plan around its strict inheritance rules.
What a successor trustee must do after the grantor dies in Florida: notice, deadlines, paying debts, and distributing a revocable living trust. Plain-English guide.
In Florida, beneficiary designations on accounts and policies override your will. Learn how they work and how to keep your plan consistent.
What a Florida Lady Bird (enhanced life estate) deed does, how it avoids probate, Medicaid and homestead issues, and when young families should use one.
How blended families in Florida protect a spouse and children from a prior marriage—elective share, homestead, trusts, and the traps to avoid.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, health care surrogate, living will, and HIPAA release.
A Florida living trust keeps your estate out of public probate records, protecting your family’s finances and beneficiaries from prying eyes.