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Why Florida Residents Are Choosing Living Trusts Over Wills

by wesmartin | Sep 2, 2025 | Articles, Trust Creation

Many Florida residents are moving away from traditional wills in favor of living trusts when planning their estates. While both tools serve important functions, trusts provide more flexibility and control—especially when avoiding probate is a priority. For those...

Naming a Trustee in Florida: Legal Duties and Best Practices

by wesmartin | Sep 2, 2025 | Articles, Trust Creation

Choosing a trustee is one of the most important decisions you’ll make when creating a trust. The person or institution you appoint will be responsible for carrying out your wishes and managing assets held in trust. In Florida, this role comes with legal...

Florida Revocable Trusts: How They Help Avoid Probate for Snowbirds

by wesmartin | Sep 1, 2025 | Articles, Trust Creation

If you split your time between Florida and another state, your estate plan needs to account for property and legal processes in both. For many snowbirds, a revocable living trust provides an efficient way to transfer Florida assets without going through probate. These...

What Assets Should (and Shouldn’t) Go Into a Florida Trust?

by wesmartin | Sep 1, 2025 | Articles, Trust Creation

Setting up a Florida trust can provide long-term security, tax advantages, and smoother transitions of wealth. But deciding which assets to transfer into that trust takes careful planning. Misplacing the wrong property or leaving out critical items can cause legal...

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Recent Posts

  • New Requirements for Condominium and Cooperative Associations
  • Florida Living Wills and Healthcare Surrogates: What’s Legally Required?
  • Estate Planning for Florida Snowbirds: Multi-State Concerns and Residency Rules
  • Why Durable Power of Attorney Is a Must-Have in Florida Estate Planning
  • How Often You Should Update Your Florida Estate Plan, and Why Timing Matters

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