Estate Planning for Snowbirds and Dual-State Residents in Florida
A Palm Beach attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, ancillary probate, and trusts.
June 23, 2026
A Palm Beach attorney’s guide to estate planning for snowbirds and dual-state residents: domicile, homestead, ancillary probate, and trusts.
Learn how to avoid probate in Florida with revocable trusts, beneficiary designations, and titling. A Palm Beach guide for retirees and snowbirds.
How to fund a revocable living trust correctly in Florida. Step-by-step retitling of homes, accounts and assets for Palm Beach retirees and snowbirds.
How Florida’s Medicaid 5-year look-back affects Palm Beach families planning for long-term care, plus homestead and Lady Bird deed strategies.
Joint ownership seems simple, but Palm Beach families face real risks. Learn Florida pitfalls and safer alternatives that protect the people you love.
Photos, accounts, crypto, and cloud files matter too. Learn how Palm Beach families can protect digital assets under Florida law with the right plan.
No will in Palm Beach? Florida intestacy law decides who inherits your home and assets. Learn what really happens and how to protect your family.
How Florida Lady Bird (enhanced life estate) deeds avoid probate, keep Medicaid options open, and protect your homestead. A West Palm Beach attorney explains.
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.
Choosing a personal representative in Florida: who qualifies, what they do in Palm Beach probate, and how to pick someone your family can trust.
Practical, family-first ways to avoid or simplify probate in Palm Beach, FL, including trusts, beneficiary designations, and Florida Lady Bird deeds.
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
How Florida residents and snowbirds in Palm Beach can use gifting strategies to reduce federal estate tax. No state estate tax in FL — here’s what matters.
Divorced, remarried, or relocated to Florida? Learn when and how to update your estate plan to stay valid under Florida law and protect your family.
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 Florida spendthrift trusts and other tools protect an inheritance for young or financially fragile heirs. A West Palm Beach estate planning guide.
The 5 core estate planning documents every Florida adult needs: will, RLT, durable POA, health care directives. Built for Palm Beach retirees and snowbirds.
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.
