Estate Tax and Gifting Strategies for Florida Residents: A Physician’s and Professional’s Guide
Florida has no state estate tax, but high earners still face the 40% federal tax. Learn 2026 exemptions and gifting strategies to protect your estate.
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Florida has no state estate tax, but high earners still face the 40% federal tax. Learn 2026 exemptions and gifting strategies to protect your estate.

A step-by-step Florida estate planning checklist for Miami families, covering wills, trusts, homestead, durable POA, and beneficiary designations.
When do irrevocable trusts make sense in Florida? A Miami estate attorney explains asset protection, Medicaid, tax, and the tradeoffs of giving up control.
How to update your estate plan after divorce, marriage, or relocating to Florida—wills, trusts, beneficiaries, and key Florida statutes explained.
Miami families: how Florida Medicaid’s 5-year look-back works for long-term care and why early planning protects your home and savings.
How to fund a revocable living trust correctly in Florida: retitling assets, deeds, beneficiary forms, and the mistakes physicians and professionals must avoid.
How Florida homestead law protects the family home from creditors and probate, and how physicians and professionals plan around its devise restrictions.
A Florida estate attorney explains how to avoid probate with trusts, beneficiary designations, and titling so your estate passes privately and fast.
Practical, Florida-specific ways Miami families can keep an estate out of probate court, from trusts to Lady Bird deeds to beneficiary designations.
A plain-English look at Irrevocable Life Insurance Trusts for Miami families, how ILITs work in Florida, and when they make sense for your legacy.
A Florida estate attorney explains durable power of attorney under Chapter 709: how it works, what it can do, and how physicians and professionals should set one up.
Do you need a will in Florida? An honest, family-first look for Miami residents at when a will matters and what Florida law decides if you don’t have one.
Common Florida power of attorney mistakes that hurt Miami families, from non-durable forms to missing authority, and how to get yours right under Chapter 709.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how professionals can plan around it.
How a special needs trust helps Miami families provide for a loved one with a disability without risking essential benefits.
How Florida professionals and physicians plan for digital assets and online accounts under Chapter 740, the Florida Fiduciary Access to Digital Assets Act.
How Florida Lady Bird (enhanced life estate) deeds let you avoid probate, keep control, and protect your homestead. A North Miami estate attorney explains.
How Florida health care surrogates and living wills work under Ch. 765 — who decides for you, what each document covers, and how professionals avoid mistakes.
In Florida, beneficiary designations on accounts and policies override your will. Learn why, and how physicians and professionals can avoid costly mistakes.
How joint ownership and right of survivorship can quietly wreck a Florida estate plan for physicians and professionals, and how to avoid the common traps.
When and why to review your Florida estate plan: life events, law changes, and a North Miami attorney’s checklist for physicians and professionals.
How a Florida pet trust under Section 736.0408 lets Miami pet owners set aside funds and name a caregiver so beloved animals are never left behind.
A durable power of attorney protects your Miami family if you can’t act for yourself. Here’s how Florida’s Chapter 709 rules really work.
An irrevocable trust isn’t for everyone. A Miami family-first look at when this Florida tool truly protects your loved ones and your home.
How Florida business owners plan their estates and succession: buy-sell agreements, trusts, Chapter 605 LLC rules, and avoiding probate of a company.
Miami families: thoughtful lifetime gifting can shrink a taxable estate and help loved ones now. Florida-focused strategies explained.
A reassuring guide for Miami families: Florida has no state estate tax, and how the federal estate tax may affect your plan.
A plain-language guide to Florida revocable living trusts for Miami families, covering probate avoidance, control, homestead, and what a trust can and cannot do.
How Florida couples in second marriages coordinate prenups, wills, trusts, and elective share rules to protect children and a new spouse alike.
How a pour-over will works with a Florida living trust, what Statute 732.513 requires, and why professionals and physicians still need both documents.