Pour-Over Wills and How They Work With a Living Trust in Florida
How pour-over wills work with a Florida living trust, why blended families need both, plus probate, statute and funding details from a Palm Beach attorney.
Blog About Estate Planning
How pour-over wills work with a Florida living trust, why blended families need both, plus probate, statute and funding details from a Palm Beach attorney.
How to designate a health care surrogate and create a living will in Florida under Chapter 765 — with guidance for second marriages and blended families.
A West Palm Beach attorney explains Florida’s durable power of attorney under Chapter 709 — what it does, the strict signing rules, and blended-family pitfalls.
Funding a revocable trust correctly in Florida means retitling assets into the trust’s name. A West Palm Beach guide for second marriages and blended families.
How Florida special needs trusts protect a disabled beneficiary’s SSI and Medicaid. First-party vs. third-party, blended-family planning, and what to avoid.
A West Palm Beach attorney explains how to avoid probate in Florida using trusts, beneficiary designations, and deeds—especially for blended families.
How blended families in Palm Beach, FL protect a surviving spouse and children with wills, trusts, and prenups under Florida law. A practical attorney guide.
A West Palm Beach attorney explains the core estate planning documents every Florida adult needs: will, durable power of attorney, health directives, and more.
How joint ownership and right of survivorship can derail a Florida estate plan, especially in blended families and second marriages. A West Palm Beach guide.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for blended families and second marriages.
How to handle digital assets and online accounts in a Florida estate plan under the Fiduciary Access law, especially for blended families.
How Medicaid asset protection planning works in Florida, plus the lookback, spousal rules, and trust strategies blended families need to know.
How snowbirds and dual-state residents should structure wills, trusts, and Florida domicile to avoid double taxation and ancillary probate.
Avoid the most common Florida estate planning mistakes, from homestead traps to elective share surprises in blended families. A West Palm Beach attorney explains.
West Palm Beach is home to families with roots across the globe, and a growing number of our clients have heirs living abroad, a spouse
How Florida couples in second marriages coordinate prenups, wills, and trusts to protect children and a spouse. Elective share, homestead, and more.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, taxes, and blended-family pitfalls.
How Florida estate planning protects an inheritance for spendthrift or young heirs using trusts, spendthrift clauses, and staggered distributions.
Florida revocable living trust vs. will: how each works, what they cost your family, and which protects blended families and second marriages in Palm Beach.
2026 estate tax and gifting strategies for Florida residents. No FL estate tax, $15M federal exemption, annual exclusion gifts, and blended-family planning tips.
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, tax benefits, and blended-family planning in Palm Beach.
How Florida homestead law restricts who you can leave your home to, and how blended families in Palm Beach can protect the family home in an estate plan.
When and why to review your Florida estate plan: life triggers, key statutes, and a checklist built for blended families and second marriages.
In Florida, beneficiary designations on life insurance, IRAs and POD accounts override your will. Here’s why that matters in blended families.
How Lady Bird (enhanced life estate) deeds work in Florida, why blended families use them, and how they avoid probate while keeping control of your home.
A Florida attorney’s guide to updating your estate plan after divorce, remarriage, or relocating to Palm Beach. Statutes, blended-family traps, next steps.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how blended families can plan around it.
How to name a guardian for minor children in a Florida estate plan, including preneed guardian rules under Fla. Stat. 744.3046 and blended-family planning.