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State Death Tax Changes: Planning for Florida Residents with Multi-State Assets
Florida’s lack of a state estate tax makes it a haven for retirees and high-net-worth individuals in Miami, Coral Gables, and Key Biscayne. However, many

Financial Therapy in Estate Planning: Addressing Family Money Conflicts
In Miami’s diverse and dynamic communities, estate planning often involves more than legal documents—it requires navigating complex family dynamics and emotional conflicts over money. Financial

Cryptocurrency Inheritance Disputes: Avoiding Pitfalls in Miami Estates
Cryptocurrency—ranging from Bitcoin to Ethereum—has become a core asset class in many Miami estates, particularly among tech-savvy investors in Brickell, Doral, and Sunny Isles Beach.

Ethical Wills: Passing Down Values and Stories in Your Miami Legacy Plan
In Miami’s vibrant, multicultural communities, estate planning goes beyond transferring wealth—it’s also about preserving the stories and principles that define a family. Ethical wills, non-legal

The Role of Blockchain in Digital Wills: Secure Planning for 2025 and Beyond
As digital assets—from cryptocurrencies to NFTs—become central to Miami estates, ensuring secure transfer is vital for 2025. Blockchain technology, known for its tamper-proof and decentralized

Grantor Retained Annuity Trusts (GRATs): Optimizing for Post-2025 Tax Changes
As the TCJA nears its December 31, 2025 sunset, Florida families have a narrowing window to use higher federal estate and gift exemptions. For Miami

Elder Financial Exploitation: Prevention Strategies in Florida Probate for 2025
Elder financial exploitation is a growing concern in Florida, where a large retiree population—especially in Miami—faces risks from scams, undue influence, and mismanaged estates. In

Climate Change and Miami Coastal Properties: Protecting Your Estate from Rising Risks in 2025
Miami’s coastal properties— from Key Biscayne condos to historic Coconut Grove homes—are often the centerpiece of Florida estates. But with sea-level rise, stronger hurricanes, and
AI in Estate Planning: Tools and Ethical Considerations for Miami Residents in 2025
Artificial Intelligence (AI) is transforming estate planning, offering tools that streamline will drafting, model tax outcomes, and manage complex assets for Miami residents. From Coconut

FUFIPA 2025: How Florida’s New Fiduciary Act Affects Trusts and Income Allocation
Beginning January 1, 2025, the Florida Uniform Fiduciary Income and Principal Act (FUFIPA) will introduce major updates to how trusts and estates are administered across

The 2025 TCJA Sunset: Strategies for Florida Families to Maximize Exemptions
As 2025 approaches, Florida families face a major shift in estate planning due to the upcoming expiration of the Tax Cuts and Jobs Act (TCJA).

Technology & Probate in Florida | How Digital Tools Are Changing Estate Administration
Probate in Florida has a reputation for being slow, complicated, and paper-heavy. But times are changing. New digital tools and virtual processes are making probate