The Estate Planning Documents Every Adult in Miami Needs
A plain-English Miami checklist of the five core estate planning documents every Florida adult needs, and what each one actually does.
May 31, 2026
A plain-English Miami checklist of the five core estate planning documents every Florida adult needs, and what each one actually does.
A Florida attorney’s guide to blended-family estate planning: elective share, homestead, QTIP trusts, and protecting both your spouse and children.
A Miami estate attorney explains Florida incapacity planning: durable powers of attorney, health care surrogates, and how to avoid guardianship.
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.
How Florida residents reduce federal estate tax with lifetime gifting, trusts, and spousal planning. Practical 2026 strategies from a Miami estate planning lawyer.
How to fund a revocable trust correctly in Florida: retitling assets, beneficiary coordination, homestead, and elective-share traps to avoid probate.
Single in Miami? Florida’s intestacy rules may not match your wishes. A practical checklist of the documents and choices every unmarried adult needs.
A Miami, FL checklist for protecting an inheritance: trusts, spendthrift clauses, staggered distributions, and trustee choices under Florida law (Ch. 736).
In Florida, beneficiary designations on life insurance, IRAs and accounts override your will. Learn how this affects surviving spouses and elective share.
A step-by-step Miami, FL checklist for funding a revocable living trust: retitling real estate, accounts, and beneficiary forms under Florida law (Ch. 736).
How Florida spendthrift trusts and staggered distributions protect an inheritance from creditors, lawsuits, and a young or financially reckless heir.
A Miami checklist of life events and Florida-law changes that should trigger an estate plan review, so your documents never go stale.
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.
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.
A Miami checklist on ILITs: how an irrevocable life insurance trust works under Florida law, who needs one, and the tradeoffs to weigh.
A Miami estate attorney explains when and why to review your Florida estate plan, with key triggers, the elective share, and surviving-spouse pitfalls.
Step-by-step checklist for making a legally valid will in Florida. Witness rules, self-proving affidavits, and pitfalls Miami residents should avoid.
