Estate Tax: What Families Should Know
Palm Beach families: Florida has no estate tax, but the federal one still applies. Avoid the costly assumptions that catch wealthy households off guard.
February 6, 2026
Palm Beach families: Florida has no estate tax, but the federal one still applies. Avoid the costly assumptions that catch wealthy households off guard.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, accountings, and timelines explained.
Young Palm Beach parents make these estate mistakes: no guardian, naming kids on life insurance, and homestead probate traps. Fix them under Florida law.
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.
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.
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 guide to Florida advance directives—health care surrogate, living will, HIPAA—and the mistakes that leave families guessing in a crisis.
Naming a trustee for your Palm Beach trust? Avoid the successor, conflict, and compensation mistakes Florida families regret under Chapter 736.
How Medicaid asset protection planning works in Florida: the 5-year look-back, income trusts, homestead rules, and what business owners in Palm Beach should do.
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.
Learn how to avoid probate in Florida using living trusts, beneficiary designations, joint ownership, and Lady Bird deeds. Palm Beach estate planning guide.
Single in Palm Beach? Avoid these estate mistakes: no will means Florida picks your heirs, no health surrogate, and guardianship risk. Plan it right.
In Florida, beneficiary designations on accounts and policies override your will. Learn why, and how business owners can coordinate the two.
Crypto, photos, and online accounts vanish without planning. Avoid the access and authority mistakes Palm Beach families make with digital assets in Florida.
Florida incapacity planning uses durable POA, health care surrogate & living will to avoid guardianship. Why business owners need it before death planning.
How Florida business owners protect digital assets and online accounts in an estate plan under the Florida Fiduciary Access to Digital Assets Act.
When does an irrevocable trust make sense in Florida? A Palm Beach estate planning attorney explains the tradeoffs, statutes, and right scenarios.
Last-minute transfers can backfire under Florida’s Medicaid look-back. Palm Beach families: avoid these long-term care planning mistakes.
Palm Beach guide to irrevocable trusts: when they truly help, the mistakes that backfire, and where Florida law makes simpler tools the smarter choice.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, health care surrogate, living will, and HIPAA release.
How Florida families shield an inheritance from a spendthrift child or young heir using trusts, spendthrift clauses, and staged distributions.
Joint accounts feel simple but backfire. See the creditor, homestead, and tax mistakes Palm Beach families make using joint ownership to avoid probate.
Divorce, marriage, or relocating to Florida can quietly break your estate plan. Learn what Palm Beach business owners must update and why.
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 special needs trusts protect a disabled beneficiary in Florida without losing Medicaid or SSI. First-party vs third-party trusts, funding, and trustee tips.
Palm Beach charitable giving mistakes that waste your gift: vague bequests, ignored beneficiary forms, and probate traps under Florida law. What to do instead.
Palm Beach business owners risk these estate mistakes: no succession plan, probate of the company, and missing buy-sell agreements. Plan under Florida law.
How Florida homestead law protects your Palm Beach family home from creditors and probate, and how to plan around its constitutional transfer rules.
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.
