Blog

Dynasty Trusts for Family Businesses: Preserving Miami Legacies in 2025
Miami’s family businesses, from restaurants in Little Havana to real estate firms in Doral, are the backbone of many multigenerational legacies. Dynasty trusts offer a

Funeral Planning Integration: Pre-Need Directives in Estate Plans
For Miami families in Coral Gables, Key Biscayne, or Coconut Grove, the emotional and financial burden of making funeral arrangements during grief can be overwhelming.

Charitable Lead Trusts: Balancing Philanthropy and Family Wealth in 2025
For Miami residents in Coral Gables, Key Biscayne, or Brickell, estate planning often involves balancing philanthropy with preserving wealth for family. Charitable Lead Trusts (CLTs)

Probate Mediation: Resolving Disputes Efficiently in Florida’s 2025 Courts
Probate disputes, from contested wills to beneficiary conflicts, can delay estate administration and drain assets for Miami families in Coral Gables, Brickell, or Key Biscayne.

529 Plans for Grandchildren: Education Funding in Florida’s 2025 Tax Landscape
For Miami grandparents in Coral Gables, Key Biscayne, or Coconut Grove, funding their grandchildren’s education is a meaningful way to build a lasting legacy. 529

The Growing Childfree Demographic in Miami
Approximately 20% of U.S. adults are childfree, with Miami’s professional and retiree communities showing even higher rates. Without traditional heirs, childfree individuals face unique estate

Lady Bird Deeds in Florida: Simplifying Real Estate Transfers in 2025
For Miami homeowners in Coral Gables, Key Biscayne, or Coconut Grove, transferring real estate to heirs while avoiding probate and preserving Florida’s valuable homestead protections

Generational Wealth Transfer: Tools for Multigenerational Miami Families
Miami’s multigenerational families, from Hispanic and Caribbean communities to snowbirds in Coral Gables and Coconut Grove, are navigating the “Great Wealth Transfer”—an estimated $84 trillion

SLATs in Florida: Spousal Lifetime Access Trusts Before the 2025 Deadline
As the Tax Cuts and Jobs Act (TCJA) approaches its sunset on December 31, 2025, Florida couples face a critical opportunity to leverage Spousal Lifetime

Pooled Trusts for Special Needs: Updating Florida Plans Under 2025 Rules
For Miami families with loved ones who have special needs, estate planning ensures long-term care and financial protection without disrupting Medicaid or SSI eligibility. In

Post-2025 Florida Probate Amendments: What Executors Need to Know
Starting January 1, 2025, major updates to Florida’s probate laws reshape how executors (personal representatives) administer estates. New legislation—HB 923 and updates under the Florida

Pet Planning Beyond Trusts: Comprehensive Strategies for 2025
For many Miami residents, pets are cherished family members, and ensuring their care after your passing is a top priority. While pet trusts are a