Florida Wills & Trusts Law

Florida Wills & Trusts Law At Florida Wills and Trusts Law, with over 35 years of combined experience, we’re here to protect more than just your assets.

We safeguard your legacy, loved ones, and the causes that matter most to you—always with care and a personalized touch.

“The lowest-tax answer isn’t automatically the best answer for your family.”Reducing taxes matters, but it should not co...
09/04/2026

“The lowest-tax answer isn’t automatically the best answer for your family.”

Reducing taxes matters, but it should not come at the expense of the protection your family may need.

An outright distribution could leave an inheritance exposed during a divorce, lawsuit, financial crisis, or period when a beneficiary is not prepared to manage substantial assets. Keeping funds protected in a trust may create different tax considerations, but it may also preserve the inheritance for its intended purpose.

A well-designed estate plan balances tax efficiency with the realities of the people it is meant to protect.

Read more:
https://www.flwillsandtrustslaw.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

Should you stop naming your trust as the beneficiary of your IRA?Not based on one tax number.A properly designed trust m...
09/03/2026

Should you stop naming your trust as the beneficiary of your IRA?

Not based on one tax number.

A properly designed trust may provide important protection if a beneficiary is facing divorce, creditors, financial instability, addiction, or other circumstances that could place an inheritance at risk.

Distributing IRA funds directly may reduce the immediate tax burden, but it may also remove the protection you intended to create. The right choice requires a thoughtful review of your IRA, trust, beneficiary designation, tax considerations, and family goals.

Read the full explanation:
https://www.flwillsandtrustslaw.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

Schedule a consultation:
https://www.flwillsandtrustslaw.com/schedule-consultation/

A trust can reach the highest federal income-tax bracket much more quickly than an individual.In 2026, estates and trust...
09/02/2026

A trust can reach the highest federal income-tax bracket much more quickly than an individual.

In 2026, estates and trusts enter the 37% federal marginal bracket when taxable income exceeds $16,000. For a single individual, that same bracket begins above $640,600.

This does not mean every dollar is taxed at 37%, nor does it automatically mean a trust is the wrong beneficiary for your IRA. Tax efficiency is only one part of the decision. Family circumstances, asset protection, and long-term goals must also be considered.

Learn what these rules may mean for your estate plan:
https://www.flwillsandtrustslaw.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

Your IRA may represent years—or even decades—of careful saving. If your trust is named as its beneficiary, will those re...
09/01/2026

Your IRA may represent years—or even decades—of careful saving. If your trust is named as its beneficiary, will those retirement assets pass to your family the way you intend?

Changes to inherited IRA rules may affect how quickly the funds must be withdrawn, how they are taxed, and whether they remain protected for the people you love.

Our newest article explains what families with retirement accounts should review in 2026.

Read the full article:
https://www.flwillsandtrustslaw.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

A complete estate plan involves more than making a will.After signing, remember to:✓ Review all beneficiary designations...
08/31/2026

A complete estate plan involves more than making a will.

After signing, remember to:

✓ Review all beneficiary designations
✓ Confirm your trust is properly funded
✓ Create financial and healthcare incapacity documents
✓ Make sure the people you named understand their responsibilities
✓ Update your plan after significant life changes
✓ Schedule regular reviews to keep everything current

The goal is not simply to own legal documents. It is to create a coordinated plan that functions as intended when your family needs it most.

Save this checklist, share it with someone you love, and read the complete article:
https://www.flwillsandtrustslaw.com/your-will-is-signed-but-is-your-family-fully-protected/

“I just made a will. Am I actually done?”Almost. Here are three important areas your will does not cover:1. Beneficiary ...
08/30/2026

“I just made a will. Am I actually done?”

Almost. Here are three important areas your will does not cover:

1. Beneficiary designations
Retirement accounts, life insurance policies, and certain financial accounts pass according to the names listed directly on those accounts.

2. Trust funding
Your will does not transfer assets into your trust. Funding requires additional action.

3. Incapacity planning
A will only takes effect after death. Separate documents are needed to authorize someone to manage your finances, make healthcare decisions, or receive medical information if you cannot act for yourself.

Your will matters. Making sure every part of your plan works together matters just as much.

Read the complete checklist:
https://www.flwillsandtrustslaw.com/your-will-is-signed-but-is-your-family-fully-protected/

Making a will: ✅Thinking every part of your estate plan is now complete: Not so fast. 😅Your will cannot update beneficia...
08/29/2026

Making a will: ✅
Thinking every part of your estate plan is now complete: Not so fast. 😅

Your will cannot update beneficiary designations, transfer assets into your trust, create an incapacity plan, or keep everything current as your life changes.

Signing the document and completing the plan are not the same thing.

See what belongs on your post-will planning checklist:
https://www.flwillsandtrustslaw.com/your-will-is-signed-but-is-your-family-fully-protected/

Signing a trust creates the legal container. Funding it is what places your assets inside.If your home, bank accounts, o...
08/28/2026

Signing a trust creates the legal container. Funding it is what places your assets inside.

If your home, bank accounts, or investment accounts were never properly connected to your trust, they may still go through probate—regardless of what the trust document says.

This is one of the most common ways an otherwise thoughtful estate plan fails: the documents were signed, but the necessary follow-through never happened.

If you have a trust but do not know whether it was properly funded, now is the time to ask.

Learn what else may be missing from your plan:
https://www.flwillsandtrustslaw.com/your-will-is-signed-but-is-your-family-fully-protected/

Your life will continue changing after your estate plan is signed. Your plan should be prepared to change with it.A new ...
08/27/2026

Your life will continue changing after your estate plan is signed. Your plan should be prepared to change with it.

A new property, account, grandchild, marriage, divorce, move, or death of someone named in your documents can quietly create gaps in a plan that once worked perfectly.

That is why estate planning should be an ongoing relationship—not a one-time exchange of documents.

Regular reviews help ensure that your beneficiaries remain current, your trust includes newly acquired assets, and the people named in important roles are still the right choices.

Learn why the relationship is an essential part of the plan:
https://www.flwillsandtrustslaw.com/your-will-is-signed-but-is-your-family-fully-protected/

They give us unconditional love, constant companionship, and a permanent place for paw prints on our hearts. 🐾This Natio...
08/26/2026

They give us unconditional love, constant companionship, and a permanent place for paw prints on our hearts. 🐾

This National Dog Day, consider how your estate plan can protect your beloved pets if you are no longer able to care for them.

A thoughtful plan can identify:

• Who should care for them
• An alternate caregiver
• Funds for food, grooming, medication, and veterinary care
• Important details about their routines and individual needs

Loving them today comes naturally. Planning for their tomorrow is another beautiful way to care for them.

Happy National Dog Day from Florida Wills & Trusts Law. 💙

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34108

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