What Estate Planning Documents Every Florida Adult Needs
Every Florida adult needs five core estate planning documents: a will, durable power of attorney, healthcare surrogate, living will, and HIPAA release.
April 20, 2026
FEATURES & NEWS
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
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
Pour-Over Wills and How They Work With a Living Trust in Florida
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.
March 12, 2026
Updating Your Estate Plan After Divorce, Marriage, or a Move to Florida
How to update your estate plan after divorce, marriage, or relocating to Florida—wills, trusts, beneficiaries, and key Florida statutes explained.
January 18, 2026
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
Trust vs. Will: Which Do You Need?
Trust or will for your Miami family? A plain-English Florida comparison of probate, cost, and control to help you choose with confidence.
August 1, 2025
Smart Gifting Strategies to Reduce Estate Tax for Miami Families
Miami families: thoughtful lifetime gifting can shrink a taxable estate and help loved ones now. Florida-focused strategies explained.
January 6, 2026
Florida Elective Share: Protecting or Planning Around a Surviving Spouse
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, and how professionals can plan around it.
February 27, 2026
Florida Homestead Law and Protecting the Family Home in Your Estate Plan
How Florida homestead law protects the family home from creditors and probate, and how physicians and professionals plan around its devise restrictions.
February 26, 2026
Naming Guardians for Your Minor Children in Miami
Miami parents: how to name a guardian for your minor children under Florida law so a court honors your wishes and your kids are protected.
February 17, 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
Charitable Giving and Trusts in a Florida Estate Plan
How charitable giving and trusts work in a Florida estate plan: CRTs, CLTs, donor-advised funds, tax benefits, and statutes for professionals and physicians.
May 8, 2026
What Happens If You Die Without a Will in Miami, Florida
What Florida intestacy law decides if you die without a will, explained for Miami families, including homestead, who inherits, and how probate works.
November 20, 2025
Digital Assets and Online Accounts in Your Florida Estate Plan
How Florida professionals and physicians plan for digital assets and online accounts under Chapter 740, the Florida Fiduciary Access to Digital Assets Act.
May 7, 2026
Health Care Proxies and Advance Directives
Florida advance directives let your Miami family honor your medical wishes. Learn about health care surrogates, living wills, and HIPAA access.
March 16, 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
When and Why to Review Your Florida Estate Plan: A Physician’s and Professional’s Guide
When and why to review your Florida estate plan: life events, law changes, and a North Miami attorney’s checklist for physicians and professionals.
March 9, 2026
DIY vs. Attorney: Estate Planning Done Right
Why online estate planning forms often miss Florida law, and how a Miami attorney helps your family avoid probate surprises and homestead pitfalls.
October 2, 2025
Durable Power of Attorney in Florida (Chapter 709) Explained
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.
March 10, 2026
Medicaid Asset Protection Planning in Florida: A Guide for Professionals and Physicians
How Medicaid asset protection planning works in Florida: the 5-year lookback, 2026 asset limits, irrevocable trusts, and strategies for professionals and physicians.
May 6, 2026
Estate Tax: What Miami Families Should Know
A reassuring guide for Miami families: Florida has no state estate tax, and how the federal estate tax may affect your plan.
January 7, 2026
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
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
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
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
Beneficiary Designations and How They Override Your Will in Florida
In Florida, beneficiary designations on accounts and policies override your will. Learn why, and how physicians and professionals can avoid costly mistakes.
February 1, 2026
Irrevocable Trusts in Florida: When They Make Sense
When do irrevocable trusts make sense in Florida? A Miami estate attorney explains asset protection, Medicaid, tax, and the tradeoffs of giving up control.
February 2, 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