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.
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 Florida estate attorney explains the durable power of attorney under Chapter 709 — superpowers, homestead authority, and why it matters for Boca Raton owners.
How Florida parents name guardians for minor children: preneed guardian declarations, wills, the $15,000 rule, and protecting the homestead. Boca Raton guide.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor steps, and homestead concerns for Boca Raton owners.
A Boca Raton estate planning attorney explains joint ownership and survivorship pitfalls in Florida, from probate gaps to creditor exposure and homestead traps.
A Boca Raton estate planning guide to Florida incapacity planning: durable powers of attorney, health care surrogates, living wills, and protecting your homestead.
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 business owners plan their estate and succession: buy-sell agreements, trusts, homestead, and probate avoidance. Boca Raton attorney guidance.
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.
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.
When and why to review your Florida estate plan: life events, homestead, and law changes that make updates essential. Boca Raton estate planning guidance.
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.
Avoid the most common Florida estate planning mistakes, from homestead errors to outdated beneficiary designations, with this Boca Raton attorney’s guide.
A Boca Raton attorney explains how to avoid probate in Florida using trusts, beneficiary designations, lady bird deeds, and homestead-smart planning.
Unmarried in Boca Raton? Florida law won’t protect your partner automatically. A Q&A on wills, homestead, POA, and beneficiary planning.
Choosing a trustee for your Boca Raton trust? A Q&A on Florida Trust Code duties, successor trustees, and when a professional makes sense.
In Florida, beneficiary designations on accounts override your will. Learn how POD, TOD, and deeds bypass probate and protect your Boca Raton estate plan.
