Charitable Giving in Your Estate Plan: A Palm Beach Perspective
How Palm Beach families can build charitable giving into a Florida estate plan using wills, trusts, and beneficiary designations, the family-first way.
September 16, 2025
How Palm Beach families can build charitable giving into a Florida estate plan using wills, trusts, and beneficiary designations, the family-first way.
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.
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 handle digital assets and online accounts in a Florida estate plan under the Fiduciary Access law, especially for blended families.
Young Palm Beach families need more than a will. Learn how Florida guardianship, trusts, and POAs protect your children and your future.
Single in Palm Beach? Florida’s default laws may not reflect your wishes. Learn the documents that protect your money, health, and chosen people.
Avoid the estate planning mistakes Palm Beach families make most: outdated documents, homestead missteps, and unfunded trusts. Florida-specific guidance.
Florida law gives unmarried partners no automatic rights. Learn how Palm Beach couples can protect each other with the right estate documents.
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.
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.
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
A pour-over will is the safety net for your Palm Beach trust. Learn how it works under Florida law and why it pairs with a living trust.
In Florida, beneficiary designations on life insurance, IRAs and POD accounts override your will. Here’s why that matters in blended families.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, taxes, and blended-family pitfalls.
Avoid the most common Florida estate planning mistakes, from homestead traps to elective share surprises in blended families. A West Palm Beach attorney explains.
Your dog or cat is family. A warm Palm Beach guide to Florida pet trusts under Chapter 736 so your animals are cared for, no matter what.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for blended families and second marriages.
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 blended families in Palm Beach, FL protect a surviving spouse and children with wills, trusts, and prenups under Florida law. A practical attorney guide.
Split time between Palm Beach and up north? Learn how to handle residency, homestead, and a plan that works across two states.
Palm Beach business owners need an estate plan that protects family and company. Learn succession, trusts, and Florida law essentials.
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.
Five core estate documents every Palm Beach adult should have, explained in plain Florida-law terms to protect you and your family.
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.
How Palm Beach families can protect digital assets in a Florida estate plan, from photos to crypto, using durable POA and trusts under Florida law.
Online forms vs. a Florida attorney. A reassuring Palm Beach guide to where DIY estate plans go wrong under Florida law, and how to do it right.
How snowbirds and dual-state residents should structure wills, trusts, and Florida domicile to avoid double taxation and ancillary probate.
2026 estate tax and gifting strategies for Florida residents. No FL estate tax, $15M federal exemption, annual exclusion gifts, and blended-family planning tips.
Life changes, and so should your plan. A family-first Palm Beach guide to when and why to revisit your Florida will, trust, and POA.
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.
