When and Why to Review Your Estate Plan
A Miami family’s guide to when to revisit your Florida estate plan, from new babies to homestead moves, so your documents always reflect real life.
December 16, 2025
A Miami family’s guide to when to revisit your Florida estate plan, from new babies to homestead moves, so your documents always reflect real life.
How a special needs trust helps Miami families provide for a loved one with a disability without risking essential benefits.
A Florida attorney explains incapacity planning: durable powers of attorney, health care surrogates, living wills, and avoiding guardianship.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how professionals can plan around it.
Florida revocable living trust vs. will: how each works, what avoids probate, and which fits your family. Guidance from a Miami estate planning perspective.
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, healthcare surrogate, living will, and HIPAA release.
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.
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, tax benefits, and statutes for professionals and physicians.
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.
How Florida professionals name guardians for minor children: preneed designation under Fla. Stat. 744.3046, guardian of person vs. property, and common mistakes.
How Florida couples in second marriages coordinate prenups, wills, trusts, and elective share rules to protect children and a new spouse alike.
A Florida estate attorney explains how to avoid probate with trusts, beneficiary designations, and titling so your estate passes privately and fast.
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 Lady Bird (enhanced life estate) deeds let you avoid probate, keep control, and protect your homestead. A North Miami estate attorney explains.
Trust or will for your Miami family? A plain-English Florida comparison of probate, cost, and control to help you choose with confidence.
Miami families: thoughtful lifetime gifting can shrink a taxable estate and help loved ones now. Florida-focused strategies explained.
Florida advance directives let your Miami family honor your medical wishes. Learn about health care surrogates, living wills, and HIPAA access.
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.