FEATURES & NEWS

When an irrevocable trust is worth it in Florida: asset protection, Medicaid planning, and timelines, minus the myths. No state estate tax here.

A Florida how-it-works guide to lifetime gifting — annual exclusion gifts, 529s, and trusts — to reduce federal estate tax, with timing and cost considerations.

A Florida how-it-works guide to Medicaid long-term-care planning and the 5-year look-back — transfer penalties, the homestead, and timing your strategy.

Why joint ownership is not a substitute for a Florida estate plan. The hidden costs, creditor and homestead risks, and better alternatives.

Trust vs. will in Florida, compared by real cost, probate timeline, and privacy. A practical how-it-works guide to choosing the right one.

A Florida guide to the durable power of attorney under Ch. 709: how it works, what it costs, and why it must be in place before a crisis.

Florida has no state estate tax — here’s how the federal estate tax actually works for Florida families, what triggers it, and the timeline for filing.

A Florida how-it-works guide to health care surrogates, living wills, and advance directives — what they cost, how fast they take effect, and how to set them up.

How a Florida trustee works, what the role costs, and how to choose between a family member and a professional under Florida Chapter 736.

Florida estate planning for young families: guardianship for minor children, trusts, durable POA, and what each step costs and how long it takes.

What a Florida personal representative does, who can serve, and how their choice affects probate cost and timeline. A practical how-it-works guide.

A Florida how-it-works guide to revocable living trusts: what they cost, how long funding takes, and how they keep your estate out of probate.

How charitable giving works in a Florida estate plan: bequests, beneficiary designations, and trusts. Costs, timelines, and Florida’s no-estate-tax reality.

How naming a guardian works in Florida, what it costs, the court timeline, and why a guardian of property matters for minor children.

Beneficiary designations override your Florida will. How they work, what they cost to fix, and the mistakes that derail estate plans.

How Florida handles digital assets in your estate plan: RUFADAA access, what it costs, timelines, and where probate fits. A practical Florida walkthrough.

A Florida how-it-works guide to special needs trusts — protecting a loved one’s benefits, the difference between first- and third-party trusts, and setup steps.

How to avoid probate in Florida: Lady Bird deeds, beneficiary designations, and trusts, with the real timelines and costs of each option.