Medicaid Asset Protection Planning in Florida: A Boca Raton Homeowner’s Guide
How Florida Medicaid asset protection planning works—the 5-year lookback, homestead rules, trusts, and spousal protections for Boca Raton homeowners.
June 23, 2026
How Florida Medicaid asset protection planning works—the 5-year lookback, homestead rules, trusts, and spousal protections for Boca Raton homeowners.
How Boca Raton families protect an inheritance for spendthrift or young heirs in Florida using trusts, staggered distributions, and spendthrift clauses.
When and why to review your Florida estate plan: life events, homestead, and law changes that make updates essential. Boca Raton estate planning guidance.
Boca Raton estate planning Q&A on charitable giving in Florida: bequests, charitable trusts, beneficiary designations, and how no FL estate tax affects strategy.
How blended families in Florida can protect children, a spouse, and the homestead using trusts, the elective share, and smart estate planning in Boca Raton.
Unmarried in Boca Raton? Florida law won’t protect your partner automatically. A Q&A on wills, homestead, POA, and beneficiary planning.
How charitable trusts fit a Florida estate plan: CRTs, CLTs, homestead, tax benefits, and Chapter 736 rules. A Boca Raton estate planning guide.
How Florida’s elective share gives a surviving spouse 30% of the estate, what counts, and how Boca Raton owners plan around it. Estate planning attorney guide.
A Boca Raton attorney’s guide to funding a Florida revocable trust correctly—deeds, homestead, accounts, and the mistakes that send estates to probate.
A living trust keeps your Florida estate private by avoiding probate, which is public record. Here is how it works for Boca Raton homeowners.
Worried about naming the wrong executor in Boca Raton? A Q&A on Florida personal representative rules, qualifications, and avoiding probate headaches.
Boca Raton young-family estate planning Q&A: naming guardians, Florida wills, trusts for minor children, durable POA, and protecting kids if the worst happens.
Your will may not control your retirement accounts. A Boca Raton Q&A on Florida beneficiary designations and the mistakes that derail estate plans.
How to coordinate a Florida prenuptial agreement with your estate plan in a second marriage—homestead, elective share, and protecting children.
Boca Raton draws families from around the world — many of our clients arrive from Russia, Ukraine, Latin America, and beyond, often while a green-card
Boca Raton Q&A on funding a Florida revocable living trust correctly, retitling your home and accounts so the trust actually avoids probate.
How Florida Lady Bird (enhanced life estate) deeds let Boca Raton owners avoid probate, keep homestead protection, and shield the home from Medicaid recovery.
Boca Raton Q&A explaining Florida pour-over wills, how they back up a living trust, and why they don’t replace proper trust funding.
How Florida parents name guardians for minor children: preneed guardian declarations, wills, the $15,000 rule, and protecting the homestead. Boca Raton guide.
Boca Raton Q&A on Florida trust tools to protect an inheritance from young, spendthrift, or vulnerable heirs without simply handing over a lump sum.
A Boca Raton estate planning guide to Florida incapacity planning: durable powers of attorney, health care surrogates, living wills, and protecting your homestead.
How a pour-over will works with a living trust in Florida to catch stray assets, protect your Boca Raton homestead, and back up your estate plan.
New to estate planning in Boca Raton? A Q&A on the core Florida documents every adult needs: will, durable POA, health surrogate, living will.
Boca Raton Q&A on Florida spousal rights, the 30% elective share, homestead protections, and why you can’t fully disinherit a spouse.
In Florida, beneficiary designations on accounts override your will. Learn how POD, TOD, and deeds bypass probate and protect your Boca Raton estate plan.
Avoid the estate planning mistakes that cost Boca Raton families time and money: unfunded trusts, stale beneficiaries, homestead missteps, and more.
Single in Boca Raton? Florida estate planning Q&A on who inherits without a spouse, naming a POA and health surrogate, avoiding probate, and protecting your wishes.
A Florida estate attorney explains the durable power of attorney under Chapter 709 — superpowers, homestead authority, and why it matters for Boca Raton owners.
Florida has no state estate or gift tax, but federal rules still apply. Learn smart gifting strategies for Boca Raton homeowners and real estate-rich estates.
A Boca Raton attorney explains the core estate planning documents every Florida adult needs: will, durable POA, health care directives, and more.