How to Choose a Trustee for Your Florida Revocable Trust (Palm Beach Edition)
Naming a trustee for your Palm Beach trust? Avoid the successor, conflict, and compensation mistakes Florida families regret under Chapter 736.
March 12, 2026
Naming a trustee for your Palm Beach trust? Avoid the successor, conflict, and compensation mistakes Florida families regret under Chapter 736.
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 residents and business owners use gifting and trust strategies to reduce federal estate tax. 2026 exemptions explained by a Palm Beach attorney.
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.
Palm Beach guide to irrevocable trusts: when they truly help, the mistakes that backfire, and where Florida law makes simpler tools the smarter choice.
Single in Palm Beach? Avoid these estate mistakes: no will means Florida picks your heirs, no health surrogate, and guardianship risk. Plan it right.
Joint accounts feel simple but backfire. See the creditor, homestead, and tax mistakes Palm Beach families make using joint ownership to avoid probate.
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.
How a durable power of attorney works under Florida Chapter 709 — signing rules, superpowers, and why business owners need one for succession.
How blended families in Palm Beach protect children, spouses & business interests under Florida law. Trusts, elective share, homestead & more.
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 guide to Florida advance directives—health care surrogate, living will, HIPAA—and the mistakes that leave families guessing in a crisis.
Learn how to avoid probate in Florida using living trusts, beneficiary designations, joint ownership, and Lady Bird deeds. Palm Beach estate planning guide.
Beneficiary designations override your Florida will. See the outdated-form and minor-child mistakes Palm Beach families overlook and how to fix them.
How Florida’s elective share gives a surviving spouse 30% of the elective estate, what assets count, and how business owners plan around it.
When does an irrevocable trust make sense in Florida? A Palm Beach estate planning attorney explains the tradeoffs, statutes, and right scenarios.
Divorce, marriage, or relocating to Florida can quietly break your estate plan. Learn what Palm Beach business owners must update and why.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, preserve control, and protect homestead and Medicaid eligibility. Palm Beach attorney guidance.
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 protect digital assets and online accounts in an estate plan under the Florida Fiduciary Access to Digital Assets Act.
Naming a guardian for your kids in Palm Beach is easy to get wrong. Avoid the Florida will and trust mistakes that leave children unprotected.
Choosing a Florida personal representative? Avoid the residency, age, and conflict mistakes that trip up Palm Beach families during probate.
Crypto, photos, and online accounts vanish without planning. Avoid the access and authority mistakes Palm Beach families make with digital assets in Florida.
Last-minute transfers can backfire under Florida’s Medicaid look-back. Palm Beach families: avoid these long-term care planning mistakes.
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.
How Florida families shield an inheritance from a spendthrift child or young heir using trusts, spendthrift clauses, and staged distributions.
How a Florida pour-over will works with a living trust, what it does at death, probate implications, and why business owners need both documents.
Avoid the most common Florida estate planning mistakes — from homestead errors to outdated beneficiaries — with practical guidance for Palm Beach business owners.
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.
