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.
How Florida pour-over wills work with a living trust, what they catch, the probate they still trigger, and why elective-share rules matter for spouses.
Marriage, divorce, or a new baby in Miami? Florida law may change your plan automatically. A checklist for what to update and why it matters.
Avoid the most common Florida estate planning mistakes—elective share, homestead, beneficiary, and spousal traps—with guidance from a Miami estate attorney.
Step-by-step checklist for making a legally valid will in Florida. Witness rules, self-proving affidavits, and pitfalls Miami residents should avoid.
A Miami, FL checklist for protecting an inheritance: trusts, spendthrift clauses, staggered distributions, and trustee choices under Florida law (Ch. 736).
A Miami estate planning attorney explains the core documents every Florida adult needs, including how the 30% elective share protects a surviving spouse.
Common Florida power of attorney mistakes Miami residents make, from outdated forms to missing durable language, and a checklist to avoid them.
Do Miami residents really need a will? A practical Florida checklist on when a will matters, what it cannot do, and when a trust may be better.
Single in Miami? Florida’s intestacy rules may not match your wishes. A practical checklist of the documents and choices every unmarried adult needs.
How snowbirds and dual-state residents should structure estate plans across Florida and a northern state to avoid double taxation, probate, and spousal disputes.
How Florida residents reduce federal estate tax with lifetime gifting, trusts, and spousal planning. Practical 2026 strategies from a Miami estate planning lawyer.
Split time between Miami and up north? A snowbird checklist for establishing Florida residency, coordinating documents, and protecting your homestead.
A Florida attorney’s guide to blended-family estate planning: elective share, homestead, QTIP trusts, and protecting both your spouse and children.
A step-by-step Florida estate planning checklist for Miami residents: wills, durable POA, homestead, trusts, and beneficiary designations done right.
A Miami estate attorney explains Florida incapacity planning: durable powers of attorney, health care surrogates, and how to avoid guardianship.
Florida revocable living trust vs. will: a Miami estate attorney explains probate, costs, spousal rights, and which plan fits your family.
A Florida living trust keeps your estate out of public probate records, shielding assets, heirs, and family matters from prying eyes. Here’s how.
A plain-English Miami checklist of the five core estate planning documents every Florida adult needs, and what each one actually does.
What happens if you die without a will in Florida? A Miami checklist on intestacy, who inherits, homestead, and the probate process that follows.
Miami is home to thousands of international families who arrived from Russia, Ukraine, Latin America, and across the Spanish-speaking world. Many own a home in
A Miami estate planning attorney explains how to update your estate plan after divorce, marriage, or a move to Florida — and why it matters.
How to designate a health care surrogate and create a living will in Florida under Chapter 765, plus what surviving spouses in Miami should know.
How Florida second-marriage estate plans and prenuptial agreements coordinate elective share, homestead, and children from a prior marriage.
A Miami estate attorney explains when and why to review your Florida estate plan, with key triggers, the elective share, and surviving-spouse pitfalls.
A Miami checklist of life events and Florida-law changes that should trigger an estate plan review, so your documents never go stale.
How joint ownership and survivorship rights can derail a Florida estate plan, override your will, and trigger elective-share and creditor problems.
A Florida estate planning attorney explains Lady Bird (enhanced life estate) deeds: how they avoid probate, protect Medicaid eligibility, and affect spouses.
A Miami checklist on ILITs: how an irrevocable life insurance trust works under Florida law, who needs one, and the tradeoffs to weigh.
How a pour-over will works in Miami, FL: it catches stray assets and routes them into your living trust. A practical Florida checklist and homestead notes.
