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 blended families in Palm Beach protect children, spouses & business interests under Florida law. Trusts, elective share, homestead & more.
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 protect digital assets and online accounts in an estate plan under the Florida Fiduciary Access to Digital Assets Act.
How Florida families shield an inheritance from a spendthrift child or young heir using trusts, spendthrift clauses, and staged distributions.
Learn how to avoid probate in Florida using living trusts, beneficiary designations, joint ownership, and Lady Bird deeds. Palm Beach estate planning guide.
Naming a trustee for your Palm Beach trust? Avoid the successor, conflict, and compensation mistakes Florida families regret under Chapter 736.
Divorce, marriage, or relocating to Florida can quietly break your estate plan. Learn what Palm Beach business owners must update and why.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, health care surrogate, living will, and HIPAA release.
Choosing a Florida personal representative? Avoid the residency, age, and conflict mistakes that trip up Palm Beach families during probate.
How a durable power of attorney works under Florida Chapter 709 — signing rules, superpowers, and why business owners need one for succession.
Palm Beach guide to wills vs. revocable trusts under Florida law—plus the costly mistakes families make choosing between probate and a living trust.
How to name guardians for minor children in a Florida estate plan, including preneed designations under Fla. Stat. 744.3046 and Palm Beach guidance.
Florida incapacity planning uses durable POA, health care surrogate & living will to avoid guardianship. Why business owners need it before death planning.
Joint accounts feel simple but backfire. See the creditor, homestead, and tax mistakes Palm Beach families make using joint ownership to avoid probate.
Crypto, photos, and online accounts vanish without planning. Avoid the access and authority mistakes Palm Beach families make with digital assets in Florida.
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.
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.
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.
How Florida’s elective share gives a surviving spouse 30% of the elective estate, what assets count, and how business owners plan around it.
An outright inheritance can disqualify a Palm Beach loved one from benefits. Avoid the mistakes that derail special needs trust planning in Florida.
Single in Palm Beach? Avoid these estate mistakes: no will means Florida picks your heirs, no health surrogate, and guardianship risk. Plan it right.
Beneficiary designations override your Florida will. See the outdated-form and minor-child mistakes Palm Beach families overlook and how to fix them.
In Florida, beneficiary designations on accounts and policies override your will. Learn why, and how business owners can coordinate the two.
Estate planning for snowbirds and dual-state residents in Palm Beach, FL. Domicile rules, will validity, business succession, and avoiding double probate.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor claims, accountings, and timelines explained.
How Florida homestead law protects your Palm Beach family home from creditors and probate, and how to plan around its constitutional transfer rules.
How to fund a revocable living trust correctly in Florida, including deeds, business interests, accounts, and homestead under Chapter 736.
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.
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.
