Florida Estate Planning 🌴
Protect Your Florida Legacy — No State Estate Tax, But Probate Still Bites
Florida has no state estate tax — but without a proper trust, your family could face Florida's costly and time-consuming probate process. Ladybird deeds, revocable trusts, and beneficiary reviews protect what you've built and ensure a smooth transfer to your loved ones.
Estate Planning Solutions for Florida Families
Comprehensive documents to protect your assets, honor your wishes, and provide for your loved ones — Florida law compliant.
Wills & Revocable Trusts
A will directs how your assets are distributed after death. A revocable living trust avoids Florida's probate process entirely — keeping your estate private and transferring assets quickly to your heirs. For Florida retirees with significant assets, a trust is often the cornerstone of a complete estate plan.
- ✓Direct asset distribution
- ✓Avoid Florida probate
- ✓Name guardians for minor children
- ✓Revocable — change anytime
Powers of Attorney
Florida's Durable Power of Attorney allows a trusted person to manage your finances if you become incapacitated. A healthcare surrogate designation (Florida's equivalent of a healthcare POA) and a living will ensure your medical wishes are honored. These documents are legally required to be honored under Florida statute.
- ✓Durable Financial POA
- ✓Healthcare Surrogate Designation
- ✓Living Will / Advance Directive
- ✓Protects against court guardianship
Beneficiary & Insurance Reviews
Life insurance, IRAs, and annuities pass outside of probate — but only if beneficiary designations are current. For Florida retirees, outdated beneficiary designations are among the most common and costly estate planning mistakes. We review all designations as part of a comprehensive estate plan.
- ✓Beneficiary alignment
- ✓Life insurance strategies
- ✓IRA & annuity coordination
- ✓Homestead exemption analysis
Florida Estate Planning: What You Must Know 🌴
Serving Clients Across Florida
Estate planning consultations available statewide
Start Your Florida Estate Plan Today
Takes 2 minutes. Rodney will review your situation and help you build a comprehensive plan that protects your family — no pressure, no obligation.
Get Started
Answer a few quick questions so we can match you with the best options — takes about 2 minutes.