Blog

Trusts and Asset Protection for Miami Real Estate Owners
Owning property in Miami can be both rewarding and risky. While real estate values continue to climb, so do lawsuits, creditor claims, and tax complexities.

Medicaid Planning for Florida Retirees: Protecting Assets in 2025
For retirees in Miami, Coral Gables, or Key Biscayne, the rising cost of long-term care—averaging $100,000 annually for nursing homes in Florida—poses a significant threat

Estate Planning for Miami’s Multicultural and International Families
Miami is one of the most diverse cities in the United States, home to families from Latin America, Europe, and beyond. This multicultural environment makes

Basis Step-Up Rules Post-TCJA: Impacts on Inherited Assets in 2025
For Miami families inheriting assets like real estate or investments in Coral Gables, Brickell, or Key Biscayne, understanding basis step-up rules is crucial to minimizing

Avoiding Probate in Miami: How Smart Estate Planning Saves Time and Money
Probate in Florida can be a lengthy and expensive process, particularly in major metropolitan areas like Miami. Families often face delays, public filings, and legal

Digital Legacy Planning: Securing Online Assets in Florida for 2025
In Miami’s tech-savvy communities like Brickell, Coral Gables, and Doral, digital assets—cryptocurrencies, social media accounts, NFTs, and online businesses—are increasingly central to estate planning. Without

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