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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

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