Estate Planning for Snowbirds and Dual-State Residents in Florida
A Boca Raton attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, ancillary probate, and trusts.
June 23, 2026
A Boca Raton attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, ancillary probate, and trusts.
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 on funding a Florida revocable living trust correctly, retitling your home and accounts so the trust actually avoids probate.
Avoid the estate planning mistakes that cost Boca Raton families time and money: unfunded trusts, stale beneficiaries, homestead missteps, and more.
Boca Raton blended-family estate planning Q&A: Florida elective share, homestead rules, trusts to protect stepchildren and a current spouse, and avoiding conflict.
How Florida parents name guardians for minor children: preneed guardian declarations, wills, the $15,000 rule, and protecting the homestead. Boca Raton guide.
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.
How Florida Lady Bird (enhanced life estate) deeds let Boca Raton owners avoid probate, keep homestead protection, and shield the home from Medicaid recovery.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor steps, and homestead concerns for Boca Raton owners.
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 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.
Unmarried in Boca Raton? Florida law won’t protect your partner automatically. A Q&A on wills, homestead, POA, and beneficiary planning.
Worried about naming the wrong executor in Boca Raton? A Q&A on Florida personal representative rules, qualifications, and avoiding probate headaches.
A living trust keeps your Florida estate private by avoiding probate, which is public record. Here is how it works for Boca Raton homeowners.
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.
Florida revocable living trust vs. will: how each handles your Boca Raton home, homestead, and probate. A local estate attorney breaks down which fits your family.
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 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 estate planning Q&A on charitable giving in Florida: bequests, charitable trusts, beneficiary designations, and how no FL estate tax affects strategy.
Choosing a trustee for your Boca Raton trust? A Q&A on Florida Trust Code duties, successor trustees, and when a professional makes sense.
Avoid the most common Florida estate planning mistakes, from homestead errors to outdated beneficiary designations, with this Boca Raton attorney’s guide.
Split time between Boca Raton and up north? A Q&A on Florida domicile, homestead, multi-state probate, and which state’s estate plan controls.
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.
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 Q&A on Florida trust tools to protect an inheritance from young, spendthrift, or vulnerable heirs without simply handing over a lump sum.
How to coordinate a Florida prenuptial agreement with your estate plan in a second marriage—homestead, elective share, and protecting children.
A Boca Raton attorney explains the core estate planning documents every Florida adult needs: will, durable POA, health care directives, and more.
Who handles your online accounts when you’re gone? A Boca Raton Q&A on Florida’s digital assets law and how to plan for your online life.
A Boca Raton attorney’s guide to funding a Florida revocable trust correctly—deeds, homestead, accounts, and the mistakes that send estates to probate.
How Florida homestead law protects your Boca Raton home from creditors and devise rules in your estate plan—and the planning traps to avoid.