Why You Need a Durable Power of Attorney
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.
December 15, 2025
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.
When does an irrevocable trust make sense in Florida? A Palm Beach estate planning attorney explains the tradeoffs, statutes, and right scenarios.
How Florida business owners protect digital assets and online accounts in an estate plan under the Florida Fiduciary Access to Digital Assets Act.
Palm Beach business owners risk these estate mistakes: no succession plan, probate of the company, and missing buy-sell agreements. Plan under Florida law.
An outright inheritance can disqualify a Palm Beach loved one from benefits. Avoid the mistakes that derail special needs trust planning in Florida.
Palm Beach gifting done wrong creates tax headaches. Avoid the common missteps with annual exclusion gifts, basis, and Florida homestead transfers.
How Florida’s elective share gives a surviving spouse 30% of the elective estate, what assets count, and how business owners plan around it.
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 a durable power of attorney works under Florida Chapter 709 — signing rules, superpowers, and why business owners need one for succession.
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.
How Florida families shield an inheritance from a spendthrift child or young heir using trusts, spendthrift clauses, and staged distributions.
How to fund a revocable living trust correctly in Florida, including deeds, business interests, accounts, and homestead under Chapter 736.
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
Palm Beach charitable giving mistakes that waste your gift: vague bequests, ignored beneficiary forms, and probate traps under Florida law. What to do instead.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, accountings, and timelines explained.
Estate planning for snowbirds and dual-state residents in Palm Beach, FL. Domicile rules, will validity, business succession, and avoiding double probate.
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.
Florida revocable living trust vs. will: how each works under Florida law, what avoids probate, and which fits your family and business in Palm Beach.
