How to Fund a Living Trust Correctly
Boca Raton Q&A on funding a Florida revocable living trust correctly, retitling your home and accounts so the trust actually avoids probate.
June 11, 2025
Boca Raton Q&A on funding a Florida revocable living trust correctly, retitling your home and accounts so the trust actually avoids probate.
Boca Raton Q&A on Florida spousal rights, the 30% elective share, homestead protections, and why you can’t fully disinherit a spouse.
Boca Raton estate planning Q&A on charitable giving in Florida: bequests, charitable trusts, beneficiary designations, and how no FL estate tax affects strategy.
In Florida, beneficiary designations on accounts override your will. Learn how POD, TOD, and deeds bypass probate and protect your Boca Raton estate plan.
How Florida Medicaid asset protection planning works—the 5-year lookback, homestead rules, trusts, and spousal protections for Boca Raton homeowners.
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 health care surrogates and living wills work under Ch. 765 — Boca Raton estate planning guidance for homeowners protecting family and 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.
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 estate planning guide to Florida incapacity planning: durable powers of attorney, health care surrogates, living wills, and protecting your homestead.
How Florida homestead law protects your Boca Raton home from creditors and devise rules in your estate plan—and the planning traps to avoid.
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
A Florida estate attorney explains the durable power of attorney under Chapter 709 — superpowers, homestead authority, and why it matters for Boca Raton owners.
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.
Boca Raton blended-family estate planning Q&A: Florida elective share, homestead rules, trusts to protect stepchildren and a current spouse, and avoiding conflict.
A Boca Raton attorney explains the core estate planning documents every Florida adult needs: will, durable POA, health care directives, and more.
How to coordinate a Florida prenuptial agreement with your estate plan in a second marriage—homestead, elective share, and protecting children.
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida. A Boca Raton attorney explains the types, rules, and homestead concerns.