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— By your situation
5 situations. Plans that fit families.
Estate planning works best when it's shaped to the family it's for. Find the closest match below — each page walks through what a strong plan looks like at that stage and which documents do the work.
Parents with children under 18
Young families
Who has legal authority over minor children, who manages property they receive, and at what age they control it, with each rule cited to the Florida Statutes.
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Second marriages, stepchildren, and children from prior relationships
Blended families
How Florida intestacy, the 30% elective share, homestead and waiver rules apply when a spouse and children from a prior marriage or relationship both have claims, with each rule cited.
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Owners of an LLC or an S corporation
Business owners
What Florida law does with an LLC interest or corporate shares at death, and where a trust and the entity documents fit.
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People who spend time in 2 or more states or own property in 2 or more states
Snowbirds and multi-state owners
Florida domicile, homestead, ancillary administration and out-of-state documents for people with homes in two states.
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Families with a beneficiary who receives SSI or Medicaid, or may apply
Special-needs planning
How a trust, a will and an ABLE account hold property for a beneficiary who receives SSI or Medicaid, with the federal and Florida rules cited.
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