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Insights, Updates, and Guidance on Estate Planning, Probate, and More
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How a Lady Bird Deed Helps a Palm Beach Home Avoid Probate
Keeping a Palm Beach Home Out of Probate With an Enhanced Life Estate Deed Key Takeaways: A lady bird deed, also called an enhanced life

Does a Guardian Designation for My Child Need Witnesses in Florida?
Witness Rules for Naming Your Child’s Guardian in Florida Key Takeaways: Yes, a Florida parent’s written declaration naming a guardian for a minor child must

Can a Palm Beach Trustee Extend How Long an Older Florida Trust Lasts?
How Long Can an Older Florida Trust Last? Key Takeaways: In many cases, a Palm Beach trustee cannot extend an older Florida trust beyond the

Is a Totten Trust the Same as a Pay-on-Death Account in Florida?
Totten Trusts and POD Accounts: How Florida Treats "In Trust For" Bank Accounts Key Takeaways: In most cases, yes. Florida law treats a Totten trust

How a Testamentary Trust Protects Minor Children’s Inheritance in Palm Beach
Why Palm Beach Parents Turn to Testamentary Trusts Key Takeaways: A testamentary trust can help protect a minor child’s inheritance in Palm Beach by holding

What Is Disposition of Personal Property Without Administration in Florida?
A Simpler Path Through Probate for Small Florida Estates Key Takeaways: Disposition of personal property without administration is a streamlined Florida procedure letting an interested

What Is the Florida Elective Share for a Surviving Spouse in Palm Beach?
Understanding a Spouse’s Statutory Right to Inherit Under the Florida Probate Code Key Takeaways: The Florida elective share may give a surviving spouse of a

What Is a Pour-Over Will in Palm Beach, Florida?
The Safety Net Behind Your Palm Beach Revocable Trust Key Takeaways: A pour-over will is a short will that names the trustee of your revocable

What Is a Pretermitted Spouse Under Florida Law in Palm Beach?
When Marriage Comes After the Will: Florida’s Protection for Newly Married Spouses Key Takeaways: A pretermitted spouse under Florida law is a surviving husband or