Estate Tax: What Palm Beach Families Should Know
A Palm Beach walkthrough of estate tax: Florida has no state estate tax, but the federal rules can still reach larger estates. See how with a real scenario.
September 26, 2025
A Palm Beach walkthrough of estate tax: Florida has no state estate tax, but the federal rules can still reach larger estates. See how with a real scenario.
A Palm Beach attorney explains how to avoid probate in Florida using trusts, beneficiary designations, joint titling, and the lady bird deed.
How a pour-over will works with a Florida living trust to catch stray assets, plus probate, homestead, and snowbird tips from a Palm Beach attorney.
Unmarried Palm Beach couples get no automatic inheritance under Florida law. A scenario-based guide to wills, POAs, beneficiaries, and titling that protect partners.
How snowbirds and dual-state residents should structure estate plans, establish Florida domicile, and avoid double probate. Palm Beach attorney guidance.
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida. A Palm Beach estate planning attorney explains first- and third-party SNTs.
A West Palm Beach attorney compares Florida revocable living trusts and wills for retirees and snowbirds, including probate, homestead, and out-of-state property.
A Palm Beach scenario explaining Florida Medicaid’s 5-year look-back, transfer penalties, and how the homestead fits in long-term care planning.
Split your year between the North and Palm Beach? A scenario guide to Florida domicile, homestead, dual-state property, and the documents snowbirds need.
How Florida business owners and snowbirds plan their estates and succession—LLCs, trusts, buy-sell agreements, and probate avoidance in Palm Beach.
The estate planning mistakes that cost Palm Beach families most aren’t exotic. A scenario guide to the Florida-specific errors that quietly derail real plans.
Estate planning isn’t just for retirees. A scenario-based Palm Beach guide to the five core Florida documents every adult should have, and what each one does.
Divorce, marriage, or a move to Florida can quietly break your estate plan. A Palm Beach attorney explains what to update and when.
Avoid the most common Florida estate planning mistakes, from homestead errors to out-of-state wills. A West Palm Beach guide for retirees and snowbirds.
A Palm Beach young-family scenario covering Florida guardian nominations, trusts for minors, durable POAs, and why a will alone is not enough.
A Florida attorney explains the durable power of attorney under Chapter 709: how it works, signing rules, and why snowbirds and retirees need one.
Picking a Florida personal representative? See who qualifies under Florida law, why a Palm Beach snowbird may not, and how to choose well.
A Palm Beach scenario on naming guardians for minor children under Florida law, plus how trusts and wills keep your kids cared for and provided for.
A Florida estate attorney’s guide to funding a revocable living trust correctly so your Palm Beach and out-of-state assets avoid probate.
How Florida trust administration works after the grantor dies: successor trustee duties, the 6-month creditor rule, notices, taxes, and snowbird issues.
A Palm Beach attorney explains joint ownership and survivorship pitfalls in Florida estate planning for retirees and snowbirds—and smarter alternatives.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how Palm Beach couples plan around it.
Florida has no state estate or gift tax, but the federal estate tax still applies. Learn smart gifting strategies for West Palm Beach retirees and snowbirds.
Learn when and why to review your Florida estate plan. A Palm Beach attorney’s guide for retirees and snowbirds on life events, law changes, and homestead.
Florida incapacity planning explained: durable power of attorney, health care surrogate, and living wills that protect you while you’re alive.
A Palm Beach scenario showing how special needs trusts protect a disabled loved one’s inheritance without risking Medicaid or SSI benefits under Florida law.
Photos, crypto, email, and online accounts need a plan too. See how Florida’s digital assets law lets your Palm Beach fiduciary access them.
How a Palm Beach giver can build charity into a Florida estate plan using beneficiary designations, revocable trusts, and charitable remainder structures.
How Florida health care surrogates and living wills work under Ch. 765 — a Palm Beach attorney’s guide for retirees and seasonal snowbird residents.
If you and your spouse are building a life in West Palm Beach while a green card or citizenship case moves through the system, you
