Florida Estate Planning Blog
Probate Avoidance Strategies in Florida: How to Keep Your Estate Out of Court
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
Planning for Retirement with a Special Needs Child in Florida
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
Estate Planning Strategies to Care for Aging Parents in Florida
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
Asset Protection Strategies for Florida Medicaid Eligibility
Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
Understanding Marital Trusts in Your Florida Estate Plan
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
*4* Pitfalls of Adding a Child to Your Home’s Deed in Florida
While adding a child to your home’s deed might seem straightforward to manage your estate, it’s fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
What are the Rules for Inheriting an IRA in Florida?
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions.
Can a Minor Be Named as a Beneficiary in Florida?
You can’t name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
Florida Guardianship Case Raises Red Flag for Estate Planning
Many older people are one medical emergency away from a court-appointed guardian taking control of their lives.
Why Estate Planning Matters: Lessons from Joanne Woodward’s Alzheimer’s Journey
Joanne Woodward was diagnosed with dementia just days before her late husband Paul Newman was diagnosed with cancer. Here’s everything to know about Joanne’s health struggle.