Florida Elective Share: Protecting (or Planning Around) a Surviving Spouse
Florida’s elective share gives a surviving spouse 30% of the elective estate. Learn how it works, what’s included, and how to plan around it.
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Florida’s elective share gives a surviving spouse 30% of the elective estate. Learn how it works, what’s included, and how to plan around it.
Boca Raton families: learn the realistic Florida ways to avoid or shorten probate, from beneficiary designations to revocable trusts and Lady Bird deeds.
What a revocable living trust really does in Florida, why Boca Raton homeowners use one to skip probate, and what it won’t do.
A plain-English look at the Florida durable power of attorney for Boca Raton residents, how it works under Chapter 709, and why timing matters.
How a Florida special needs trust protects a disabled loved one’s SSI and Medicaid. Boca Raton estate planning guide for first-time planners and families.
Divorced, married, or moved to Florida? Here’s exactly how and why to update your estate plan, from a Boca Raton estate planning attorney.
How to include digital assets and online accounts in your Florida estate plan, including RUFADAA rights, fiduciary access, and practical steps for young families.
How a Florida living trust keeps your estate private by avoiding the public probate court file. A Boca Raton estate planning guide for young families.
Dying intestate in Florida means the state writes your plan. Here’s exactly who inherits your Boca Raton estate, in plain English.
A plain-English guide for Boca Raton families on picking a trustee for a Florida revocable trust under Chapter 736, including duties and successor planning.
When do irrevocable trusts make sense in Florida? A Boca Raton estate planning guide to asset protection, Medicaid, taxes, and the tradeoffs young families face.
How charitable giving and trusts work in a Florida estate plan. CRTs, CLTs, donor-advised funds, and bequests explained for Boca Raton families.
Beneficiary designations override your will in Florida. Learn how they work, why they win, and how young families in Boca Raton keep them in sync.
Beneficiary designations often override your will under Florida law. A plain-English guide for Boca Raton residents on keeping them accurate and coordinated.
How to fund a revocable living trust in Florida the right way—retitling assets, homestead, beneficiary designations, and the mistakes that cause probate.
How Florida homestead law protects your family home in your estate plan, plus the inheritance and creditor rules every Boca Raton family should know.
Plain-English guide for Boca Raton families on special needs trusts that protect SSI and Medicaid while providing for a loved one with a disability.
What Boca Raton residents should know about Florida health care surrogates, living wills, and advance directives, explained in plain English.
Leave a legacy to causes you love. A plain-English guide for Boca Raton families on charitable giving in a Florida estate plan, from bequests to beneficiary gifts.
A Florida attorney explains incapacity planning for young families: durable power of attorney, health care surrogate, living will, and how to avoid guardianship.
The estate planning documents every Florida adult needs: will, durable POA, health care surrogate, living will, and HIPAA release. A Boca Raton attorney explains.
A Florida attorney’s guide to estate planning and business succession for owners: buy-sell agreements, LLC transfers, probate avoidance, and protecting your family.
A plain-English estate tax overview for Boca Raton families: Florida has no state estate tax, plus the federal basics and what really matters locally.
Florida revocable living trust vs. will: how each works, who needs which, probate, costs, and guardianship for young Boca Raton families.
How Medicaid asset protection planning works in Florida: the 5-year lookback, exempt assets, income and asset limits, and trusts that protect your family.
Florida has no state estate tax, but federal rules and gifting strategies still matter. A Boca Raton guide for first-time planners and young families.
A plain-English guide for Boca Raton first-timers: the exact Florida rules (Fla. Stat. 732.502) that make a will legally valid.
A plain-English guide for Boca Raton families on gifting to trim federal estate tax. Florida has no estate tax, but lifetime gifts still matter.
Plain-English Boca Raton guide to choosing a Florida personal representative (executor), who qualifies, what they do, and how to pick wisely.
Learn how to avoid probate in Florida with revocable trusts, beneficiary designations, and joint ownership. A Boca Raton estate planning attorney explains.