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.
Choosing a Florida personal representative? Avoid the residency, age, and conflict mistakes that trip up Palm Beach families during probate.
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.
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.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, health care surrogate, living will, and HIPAA release.
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 guide to irrevocable trusts: when they truly help, the mistakes that backfire, and where Florida law makes simpler tools the smarter choice.
How Florida residents and business owners use gifting and trust strategies to reduce federal estate tax. 2026 exemptions explained by a Palm Beach attorney.
How blended families in Palm Beach protect children, spouses & business interests under Florida law. Trusts, elective share, homestead & more.
Divorce, marriage, or relocating to Florida can quietly break your estate plan. Learn what Palm Beach business owners must update and why.
How to fund a revocable living trust correctly in Florida, including deeds, business interests, accounts, and homestead under Chapter 736.
Avoid probate in Palm Beach the right way: Florida tools that work, the mistakes that drag your family into court, and homestead traps to sidestep.
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 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 business owners risk these estate mistakes: no succession plan, probate of the company, and missing buy-sell agreements. Plan under Florida law.
Single in Palm Beach? Avoid these estate mistakes: no will means Florida picks your heirs, no health surrogate, and guardianship risk. Plan it right.
When and why to review your Florida estate plan: a Palm Beach attorney explains the life events, law changes, and 3-5 year cadence that should trigger an update.
