For years, estate planning conversations have revolved around one looming question: What happens when the federal estate tax exemption drops?   Many Florida families, business owners, and even attorneys have operated under the assumption that a significant reduction was right around the corner. But as of 2026, recent federal legislation has changed that trajectory. The federal estate tax exemption has been extended, at least for now, and that shift has meaningful implications

Probate can be a lengthy, costly, and public process that many Floridians want to avoid when transferring assets after death. For estate planners, elderly individuals, and those with significant wealth, understanding how to avoid probate in Florida is essential to protect privacy, reduce expenses, and ensure a smooth transfer of property to heirs. This guide explains practical strategies to bypass probate and highlights key considerations specific to Florida law. A Florida ho

Most people assume their assets will “just go” to the right people when they pass away. In Florida, that’s not how it works. If you die without a will, you are considered to have died intestate , and your estate will be distributed according to Florida law—not your personal wishes. That means the State of Florida decides who gets what. What Is Intestate Succession? In Florida, intestate succession is governed by Florida Statutes § 732.101 , which provides that any part of you

This blog post will explore proactive legal strategies that can help small businesses avoid pitfalls and thrive in a competitive environment.

Understanding these common pitfalls can help you create a clear, effective plan that safeguards your legacy.

Understanding how Florida trusts work and the benefits they offer can help you make informed decisions about your estate plan.