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Estate planning

9 articles

Estate planning·November 20, 2025

Winter 2025: Florida Estate Planning Update

Florida's recent estate planning law changes affect wills, trusts, homestead planning, and Medicaid eligibility for 2025.

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Estate planning·November 12, 2021

Planning for Your Children's Future

Pre-need guardian declarations, testamentary trusts, and UTMA accounts: three ways Florida parents can protect minor children and the assets they inherit.

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Estate planning·May 21, 2021

The Elective Share: What Your Spouse Inherits When You Die

Florida's elective share guarantees a surviving spouse at least 30% of the estate regardless of the will. What it covers, distribution priorities, deadlines, and defenses.

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Estate planning·December 17, 2020

Estate Planning Tips From a Pro

Practical estate planning strategies from a Florida attorney: retitling assets to avoid probate, planning for contingencies, choosing fiduciaries, and wills versus trusts.

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Estate planning

Estate Planning Guide for Non-Citizens

Non-citizens owning Florida property face unique estate planning challenges, including federal estate tax exposure and ancillary probate requirements.

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Estate planning

Florida Lady Bird Deed

A Florida lady bird deed is an affordable estate planning tool that transfers property to heirs while avoiding probate and retaining homeowner control.

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Estate planning

Florida Living Trust

A revocable living trust allows asset control during lifetime while simplifying post-death transfer and avoiding probate.

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Estate planning

Florida Quit Claim Deed

A quitclaim deed is the simplest way to transfer real property interest in Florida, commonly used between parties with existing relationships.

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Estate planning

FUTMA Accounts and Transfers

The Florida Uniform Transfers to Minors Act provides an easy way to transfer property to minor beneficiaries through custodial accounts.

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