Special Needs Trusts: Protecting a Loved One
An outright inheritance can disqualify a Palm Beach loved one from benefits. Avoid the mistakes that derail special needs trust planning in Florida.
November 25, 2025
An outright inheritance can disqualify a Palm Beach loved one from benefits. Avoid the mistakes that derail special needs trust planning in Florida.
Divorce, marriage, or relocating to Florida can quietly break your estate plan. Learn what Palm Beach business owners must update and why.
Crypto, photos, and online accounts vanish without planning. Avoid the access and authority mistakes Palm Beach families make with digital assets in Florida.
A Florida estate attorney’s guide to business succession planning: buy-sell agreements, LLC transfers, trusts, and the 2026 estate tax rules for Palm Beach owners.
Palm Beach guide to wills vs. revocable trusts under Florida law—plus the costly mistakes families make choosing between probate and a living trust.
Blended-family estate mistakes in Palm Beach, FL: the elective share, homestead traps, and beneficiary forms that can disinherit your kids. How to plan right.
Estate planning for snowbirds and dual-state residents in Palm Beach, FL. Domicile rules, will validity, business succession, and avoiding double probate.
How blended families in Palm Beach protect children, spouses & business interests under Florida law. Trusts, elective share, homestead & more.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, preserve control, and protect homestead and Medicaid eligibility. Palm Beach attorney guidance.
How Florida’s elective share gives a surviving spouse 30% of the elective estate, what assets count, and how business owners plan around it.
Joint accounts feel simple but backfire. See the creditor, homestead, and tax mistakes Palm Beach families make using joint ownership to avoid probate.
In Florida, beneficiary designations on accounts and policies override your will. Learn why, and how business owners can coordinate the two.
Avoid the most common Florida estate planning mistakes — from homestead errors to outdated beneficiaries — with practical guidance for Palm Beach business owners.
Palm Beach has long drawn families from across the world — investors, retirees, and professionals who hold green cards, dual citizenship, or non-resident status while
How Florida business owners use charitable trusts (CRTs, CLTs, foundations) to give, cut taxes, and pass on a legacy. A Palm Beach attorney’s guide.
How to name guardians for minor children in a Florida estate plan, including preneed designations under Fla. Stat. 744.3046 and Palm Beach guidance.
How Florida health care surrogate designations and living wills work, why they matter for business owners, and how to draft them correctly under Chapter 765.
A Palm Beach guide to Florida durable powers of attorney under Ch. 709—why you need one and the mistakes that leave families stuck in guardianship court.
