Planning for Incapacity, Not Just Death, in Florida
Florida incapacity planning explained: durable power of attorney, health care surrogate, and living wills that protect you while you’re alive.
June 23, 2026
Florida incapacity planning explained: durable power of attorney, health care surrogate, and living wills that protect you while you’re alive.
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.
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.
A Florida estate attorney’s guide to funding a revocable living trust correctly so your Palm Beach and out-of-state assets avoid probate.
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.
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.
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 Florida homestead law protects your family home from creditors, taxes, and probate pitfalls — and the estate planning traps snowbirds must avoid.
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.
A Palm Beach scenario showing why single adults need a Florida will, durable POA, health care surrogate, and beneficiary designations more than anyone.
Photos, crypto, email, and online accounts need a plan too. See how Florida’s digital assets law lets your Palm Beach fiduciary access them.
A Palm Beach scenario explaining Florida Medicaid’s 5-year look-back, transfer penalties, and how the homestead fits in long-term care planning.
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.
How Florida health care surrogates and living wills work under Ch. 765 — a Palm Beach attorney’s guide for retirees and seasonal snowbird residents.
How to include digital assets and online accounts in your Florida estate plan. Palm Beach attorney guide to RUFADAA, fiduciary access, and snowbird planning.
How Florida snowbirds and retirees coordinate prenups with estate plans in second marriages—elective share, homestead, trusts, and protecting children.
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.
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.
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.
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
Split your year between the North and Palm Beach? A scenario guide to Florida domicile, homestead, dual-state property, and the documents snowbirds need.
A Palm Beach business-owner scenario on succession, buy-sell agreements, trusts, and keeping a Florida company out of probate after the founder dies.
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.
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 Florida attorney explains the durable power of attorney under Chapter 709: how it works, signing rules, and why snowbirds and retirees need one.
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.
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.
How Florida spendthrift and discretionary trusts protect an inheritance for young or financially unwise heirs. A West Palm Beach estate planning guide.
