Updating Your Estate Plan After Divorce, Marriage, or a Move to Florida
Divorce, marriage, or a move to Florida can quietly break your estate plan. A Palm Beach attorney explains what to update and when.
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Divorce, marriage, or a move to Florida can quietly break your estate plan. A Palm Beach attorney explains what to update and when.
In Palm Beach, beneficiary designations can override your will. Learn how Florida law treats them, common mistakes, and why divorce changes things.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how Palm Beach couples plan around it.
How Florida snowbirds and retirees coordinate prenups with estate plans in second marriages—elective share, homestead, trusts, and protecting children.
A Palm Beach scenario showing why single adults need a Florida will, durable POA, health care surrogate, and beneficiary designations more than anyone.
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.
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.
A Palm Beach young-family scenario covering Florida guardian nominations, trusts for minors, durable POAs, and why a will alone is not enough.
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 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.
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.
A Palm Beach attorney explains joint ownership and survivorship pitfalls in Florida estate planning for retirees and snowbirds—and smarter alternatives.
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 Florida health care surrogates and living wills work under Ch. 765 — a Palm Beach attorney’s guide for retirees and seasonal snowbird residents.
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.
How snowbirds and dual-state residents should structure estate plans, establish Florida domicile, and avoid double probate. Palm Beach attorney guidance.
How charitable giving and charitable trusts work in a Florida estate plan, with tax, probate, and snowbird residency tips for Palm Beach retirees.
A Palm Beach blended-family scenario showing how Florida elective share, homestead, and trusts protect both a spouse and children from a prior marriage.
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.
A Florida living trust keeps your estate out of public probate records. Learn how revocable trusts protect privacy for Palm Beach retirees and snowbirds.
How Florida Lady Bird (enhanced life estate) deeds let Palm Beach retirees avoid probate, keep control, and protect the homestead. Pros, cons, and Medicaid facts.
Florida incapacity planning explained: durable power of attorney, health care surrogate, and living wills that protect you while you’re alive.
How Florida spendthrift and discretionary trusts protect an inheritance for young or financially unwise heirs. A West Palm Beach estate planning guide.
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 Palm Beach families use annual gifts, education and medical payments, and trusts to shrink a federal estate, shown through a hands-on family 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.
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.
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.