Blog
Insights, Updates, and Guidance on Estate Planning, Probate, and More
Most Recent Posts

What Is Ancillary Probate and When Is It Needed in Palm Beach?
Understanding Ancillary Probate in Palm Beach County When a loved one passes away owning property in Florida but residing in another state, the estate may

What Is a Community Property Trust in Palm Beach?
Understanding Community Property Trusts for Palm Beach Couples A community property trust allows married couples in Florida to hold assets under community property rules, even

What Is Trust Decanting Under Florida SB 262 in 2026?
Trust decanting is a legal mechanism allowing an authorized trustee to transfer assets from an existing trust into a new or modified trust with updated

What Makes a Will Legally Valid in Palm Beach, Florida?
Creating a will that holds up in court requires more than good intentions. Under Florida law, a will must meet specific formalities before a Palm

What Is Trust Decanting and How Does It Work in Palm Beach?
Trust decanting is a legal process that allows an authorized trustee to distribute assets from an existing irrevocable trust into a new trust with updated

What Is an Irrevocable Trust and How Does It Protect Palm Beach Families?
An irrevocable trust is a legal arrangement where the settlor transfers asset ownership into a trust that generally cannot be revoked or amended once established.

What Is a Spendthrift Trust and How Does It Work in Florida?
A spendthrift trust is one of the most effective tools Florida families use to protect inherited wealth from creditors, lawsuits, and a beneficiary’s financial missteps.

What Is Formal Administration in Palm Beach Probate?
What Is Formal Administration in Palm Beach Probate? Formal administration is the standard probate process used in Palm Beach County when a loved one passes

What Does a Personal Representative Do in Palm Beach Probate?
What Does a Personal Representative Do in Palm Beach Probate? A personal representative serves as the central figure in any Florida probate proceeding, carrying the