Estate Planning for Business Owners and Succession in Florida: A Practical Guide
How Florida business owners plan their estates and structure succession to protect spouses, partners, and the company. Buy-sell, trusts, and elective share.
Estate Planning Page 2
How Florida business owners plan their estates and structure succession to protect spouses, partners, and the company. Buy-sell, trusts, and elective share.

A step-by-step Florida estate planning checklist for Miami residents: wills, durable POA, homestead, trusts, and beneficiary designations done right.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, accountings, creditor claims, and a surviving spouse’s rights.
A Florida estate planning attorney explains Lady Bird (enhanced life estate) deeds: how they avoid probate, protect Medicaid eligibility, and affect spouses.
How Florida residents reduce federal estate tax with lifetime gifting, trusts, and spousal planning. Practical 2026 strategies from a Miami estate planning lawyer.
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 step-by-step Miami, FL checklist for funding a revocable living trust: retitling real estate, accounts, and beneficiary forms under Florida law (Ch. 736).
A practical Miami checklist on Florida’s elective share, homestead, and the spousal rights that can override what your will actually says.
How joint ownership and survivorship rights can derail a Florida estate plan, override your will, and trigger elective-share and creditor problems.
A practical Miami, FL checklist of estate planning mistakes to avoid: homestead errors, stale beneficiaries, unfunded trusts, and Florida-specific traps.
How Florida pet trusts work and a Miami checklist to fund, staff, and structure care for your dog, cat, or other animals after you’re gone.
A Miami, FL checklist for protecting an inheritance: trusts, spendthrift clauses, staggered distributions, and trustee choices 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.
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 estate planning attorney explains the core documents every Florida adult needs, including how the 30% elective share protects a surviving spouse.
Step-by-step checklist for making a legally valid will in Florida. Witness rules, self-proving affidavits, and pitfalls Miami residents should avoid.
A Florida attorney’s guide to blended-family estate planning: elective share, homestead, QTIP trusts, and protecting both your spouse and children.
How to plan for digital assets and online accounts in your Florida estate plan under Chapter 740, and what surviving spouses should know.