Medicaid Planning and the 5-Year Look-Back: A Palm Beach Family Guide
How Florida’s Medicaid 5-year look-back affects Palm Beach families planning for long-term care, plus homestead and Lady Bird deed strategies.
June 16, 2025
How Florida’s Medicaid 5-year look-back affects Palm Beach families planning for long-term care, plus homestead and Lady Bird deed strategies.
How Florida health care surrogates and living wills work under Chapters 765 & 709, who decides for you, and why snowbirds in Palm Beach need both.
Avoid the most common Florida estate planning mistakes—homestead, elective share, out-of-state docs—with this West Palm Beach attorney’s practical guide.
How Palm Beach parents name guardians for minor children under Florida law, why your will is the place to do it, and what to consider.
New parents in Palm Beach need more than a will. Learn how to name guardians, protect kids, and plan for the unexpected under Florida law.
When and why to review your Florida estate plan: life events, law changes, and snowbird domicile triggers every Palm Beach retiree should watch for.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep Medicaid options open, and protect your homestead. A West Palm Beach attorney explains.
Learn how to avoid probate in Florida with revocable trusts, beneficiary designations, and titling. A Palm Beach guide for retirees and snowbirds.
Leave a legacy you believe in. Learn how Palm Beach families weave charitable giving into a Florida estate plan with bequests, trusts, and more.
How a pour-over will works with a Florida living trust for Palm Beach retirees and snowbirds. What it catches, probate, and why you still need one.
For many first-generation families in West Palm Beach, buying a home is the milestone that finally makes Florida feel permanent. But for clients who are
Florida has no state estate or inheritance tax. Here’s what Palm Beach families should understand about federal estate tax and planning ahead.
How Florida trust administration works after the grantor dies: trustee duties, the 60-day notice, creditor handling, and timelines for snowbird estates.
How charitable giving and trusts work in a Florida estate plan. A Palm Beach attorney explains CRTs, CLTs, donor-advised funds, and snowbird residency issues.
Florida advance directives let you name a health care surrogate and state your wishes. A reassuring guide for Palm Beach families planning ahead.
Why beneficiary designations on Florida accounts can override your will, and how Palm Beach families keep them aligned with their estate plan.
How Florida blended families can plan estates so a surviving spouse and children from a prior marriage are both protected. Snowbird-friendly attorney guidance.
A Palm Beach attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, ancillary probate, and trusts.
Trust or will? A reassuring, family-first comparison for Palm Beach, FL, covering probate, homestead, control, and what most families actually need.
How Florida homestead law protects your family home from creditors and probate, plus estate planning strategies for Palm Beach retirees and snowbirds.
A clear, family-first look at revocable living trusts in Palm Beach, FL. Avoid probate, keep control, and protect loved ones under Florida law.
A special needs trust can provide for a loved one with disabilities without risking vital benefits. A caring guide for Palm Beach families.
How Florida couples in second marriages coordinate prenups with wills, trusts, and spousal rights to protect children and assets in Palm Beach.
How Florida’s durable power of attorney works under Chapter 709 — what it covers, signing rules, superpowers, and what snowbirds in Palm Beach should know.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains Medicaid, tax, and asset-protection uses for retirees and snowbirds.
How Florida’s Chapter 740 lets you control email, photos, crypto and online accounts in your estate plan. A Palm Beach guide for retirees and snowbirds.
Florida incapacity planning for Palm Beach retirees and snowbirds: durable power of attorney, health care surrogate, living will, and avoiding guardianship.
Photos, accounts, crypto, and cloud files matter too. Learn how Palm Beach families can protect digital assets under Florida law with the right plan.
Choosing a personal representative in Florida: who qualifies, what they do in Palm Beach probate, and how to pick someone your family can trust.
Florida joint ownership and survivorship traps that derail estate plans for Palm Beach retirees and snowbirds. What goes wrong and how to fix it.
