Irrevocable Trusts in Florida: When They Make Sense
When does an irrevocable trust make sense in Florida? A Palm Beach estate planning attorney explains Medicaid, creditor, and tax planning uses.
June 23, 2026
When does an irrevocable trust make sense in Florida? A Palm Beach estate planning attorney explains Medicaid, creditor, and tax planning uses.
Adding a child to your Palm Beach deed or account feels easy, but joint ownership creates real risks under Florida law. Learn the safer options.
Marriage, divorce, or a new baby can quietly break your Palm Beach estate plan. A scenario guide to what Florida law changes and what you must update yourself.
How Florida homestead law protects your family home from creditors, taxes, and probate pitfalls — and the estate planning traps snowbirds must avoid.
A Palm Beach scenario showing why single adults need a Florida will, durable POA, health care surrogate, and beneficiary designations more than anyone.
Unmarried Palm Beach couples get no automatic inheritance under Florida law. A scenario-based guide to wills, POAs, beneficiaries, and titling that protect partners.
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.
How Florida trust administration works after the grantor dies: successor trustee duties, the 6-month creditor rule, notices, taxes, and snowbird issues.
How a Palm Beach giver can build charity into a Florida estate plan using beneficiary designations, revocable trusts, and charitable remainder structures.
Naming a trustee in Palm Beach? Learn the duties under Florida’s trust code (Ch. 736), pros of family vs. corporate trustees, and how to choose.
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.
A West Palm Beach attorney’s guide to estate planning for blended families in Florida: spousal rights, trusts, homestead, and protecting children from a prior marriage.
A Florida attorney explains the durable power of attorney under Chapter 709: how it works, signing rules, and why snowbirds and retirees need one.
A Palm Beach blended-family scenario showing how Florida elective share, homestead, and trusts protect both a spouse and children from a prior marriage.
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 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.
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.
How to include digital assets and online accounts in your Florida estate plan. Palm Beach attorney guide to RUFADAA, fiduciary access, and snowbird planning.
