Blog
A Practical Estate Planning Checklist
A step-by-step Florida estate planning checklist for Miami families, covering wills, trusts, homestead, durable POA, and beneficiary designations.
Morgan Legal Group June 20, 2026
FEATURES & NEWS
Second Marriages and Prenuptial Coordination in Florida: An Estate Planning Guide
How Florida couples in second marriages coordinate prenups, wills, trusts, and elective share rules to protect children and a new spouse alike.
January 14, 2026
Joint Ownership and Survivorship Pitfalls in Florida Estate Planning
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.
May 3, 2026
Estate Planning for Naturalizing Residents and Retirees in North Miami, Florida
North Miami draws people from all over the world: families building a life on a green card, retirees splitting time between Florida and a home
June 19, 2026
How to Avoid Probate in Florida With Proper Planning
A Florida estate attorney explains how to avoid probate with trusts, beneficiary designations, and titling so your estate passes privately and fast.
January 15, 2026
How to Avoid Probate
Practical, Florida-specific ways Miami families can keep an estate out of probate court, from trusts to Lady Bird deeds to beneficiary designations.
June 22, 2025
Designating Health Care Surrogates and Living Wills in Florida: A Physician’s and Professional’s Guide
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.
April 21, 2026
Planning for Incapacity, Not Just Death, in Florida
A Florida attorney explains incapacity planning: durable powers of attorney, health care surrogates, living wills, and avoiding guardianship.
March 13, 2026
Naming Guardians for Minor Children in a Florida Estate Plan: A Lawyer’s Guide
How Florida professionals name guardians for minor children: preneed designation under Fla. Stat. 744.3046, guardian of person vs. property, and common mistakes.
January 17, 2026
Pet Trusts: Providing for Your Animals
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.
December 14, 2025
Power of Attorney Mistakes That Cause Problems for Miami Families
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.
February 16, 2025
Protecting an Inheritance for Spendthrift or Young Heirs in Florida
How Florida professionals and physicians use spendthrift trusts, staggered distributions, and trustees to protect an inheritance for young or impulsive heirs.
February 25, 2026
Medicaid Planning and the 5-Year Look-Back in Miami
Miami families: how Florida Medicaid’s 5-year look-back works for long-term care and why early planning protects your home and savings.
June 28, 2025
Why You Need a Durable Power of Attorney
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.
January 5, 2025
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.
April 23, 2026
Irrevocable Trusts: When They Actually Help
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.
February 18, 2026
Lady Bird Deeds in Florida: A Physician’s and Professional’s Guide to Enhanced Life Estate Deeds
How Florida Lady Bird (enhanced life estate) deeds let you avoid probate, keep control, and protect your homestead. A North Miami estate attorney explains.
May 5, 2026
Revocable Living Trusts, Explained for Miami Families
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.
November 3, 2025