Estate Tax: What Palm Beach Families Should Know
Florida has no state estate or inheritance tax. Here’s what Palm Beach families should understand about federal estate tax and planning ahead.
November 30, 2025
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.
Leave a legacy you believe in. Learn how Palm Beach families weave charitable giving into a Florida estate plan with bequests, trusts, and more.
When do irrevocable trusts make sense in Florida? A Palm Beach estate attorney explains Medicaid, tax, and asset-protection uses for retirees and snowbirds.
A special needs trust can provide for a loved one with disabilities without risking vital benefits. A caring guide for Palm Beach families.
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.
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.
Irrevocable trusts aren’t for everyone. Learn when they genuinely help Palm Beach, FL families with creditor protection, Medicaid, and legacy goals.
Learn how to avoid probate in Florida with revocable trusts, beneficiary designations, and titling. A Palm Beach guide for retirees and snowbirds.
How Florida business owners protect their companies and families with succession and estate planning. Buy-sell agreements, LLCs, trusts, and probate avoidance.
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 Florida spendthrift trusts and other tools protect an inheritance for young or financially fragile heirs. A West Palm Beach estate planning guide.
How Florida couples in second marriages coordinate prenups with wills, trusts, and spousal rights to protect children and assets in Palm Beach.
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.
Florida joint ownership and survivorship traps that derail estate plans for Palm Beach retirees and snowbirds. What goes wrong and how to fix it.
Choosing a trustee for your Florida revocable trust: duties under Chapter 736, family vs. professional trustees, and what Palm Beach families weigh.
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 blended families can plan estates so a surviving spouse and children from a prior marriage are both protected. Snowbird-friendly attorney guidance.
