Charitable Giving and Trusts in a Florida Estate Plan: A Miami Attorney’s Guide
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, and how charitable gifts interact with a spouse’s elective share.
June 23, 2026
How charitable giving and trusts work in a Florida estate plan, including CRTs, CLTs, and how charitable gifts interact with a spouse’s elective share.
In Florida, beneficiary designations on life insurance, IRAs and accounts override your will. Learn how this affects surviving spouses and elective share.
How to fund a revocable trust correctly in Florida: retitling assets, beneficiary coordination, homestead, and elective-share traps to avoid probate.
How Medicaid asset protection planning works in Florida: the 5-year lookback, ICP limits, irrevocable trusts, and spousal rules. Miami estate planning guidance.
A Miami checklist of life events and Florida-law changes that should trigger an estate plan review, so your documents never go stale.
When do irrevocable trusts make sense in Florida? A Miami estate planning attorney explains Medicaid, creditor, tax, and elective-share considerations.
A Miami estate attorney explains Florida incapacity planning: durable powers of attorney, health care surrogates, and how to avoid guardianship.
How snowbirds and dual-state residents should structure estate plans across Florida and a northern state to avoid double taxation, probate, and spousal disputes.
A Florida attorney’s guide to blended-family estate planning: elective share, homestead, QTIP trusts, and protecting both your spouse and children.
How special needs trusts protect a disabled beneficiary’s Medicaid and SSI in Florida — types, funding, trustee duties, and elective-share pitfalls.
How Florida business owners plan their estates and structure succession to protect spouses, partners, and the company. Buy-sell, trusts, and elective share.
How to plan for digital assets and online accounts in your Florida estate plan under Chapter 740, and what surviving spouses should know.
Unmarried in Miami? Florida law gives partners no automatic rights. A practical checklist to protect each other through wills, deeds, and key documents.
A Miami checklist comparing DIY estate forms with attorney-drafted plans, and the Florida-law traps that sink do-it-yourself documents.
How Florida’s 30% elective share protects a surviving spouse, what counts in the estate, and how Miami couples plan around or for it.
Common Florida power of attorney mistakes Miami residents make, from outdated forms to missing durable language, and a checklist to avoid them.
A plain-English Miami checklist of the five core estate planning documents every Florida adult needs, and what each one actually does.
A practical Miami, FL checklist of estate planning mistakes to avoid: homestead errors, stale beneficiaries, unfunded trusts, and Florida-specific traps.
