Medicaid Planning and the 5-Year Look-Back in Palm Beach, FL
How Florida’s 5-year Medicaid look-back works for Palm Beach families: transfer penalties, timelines, costs, and lawful planning strategies explained.
May 15, 2025
How Florida’s 5-year Medicaid look-back works for Palm Beach families: transfer penalties, timelines, costs, and lawful planning strategies explained.
When do irrevocable trusts make sense in Florida? A West Palm Beach estate planning attorney explains Medicaid, taxes, asset protection, and snowbird scenarios.
Florida revocable living trust vs. a will: how each works, what avoids probate, and which fits retirees and snowbirds in Palm Beach. A WPB attorney explains.
What estate planning really costs in Palm Beach, FL: flat-fee packages vs. hourly, what drives price, and why skipping it costs far more in Florida probate.
Florida incapacity planning explained: durable power of attorney, health care surrogate, and living will so your family avoids guardianship court.
Ways Palm Beach, FL residents can give to charity through an estate plan, how each option works, what it costs, and the timeline to set it up.
How Florida’s 30% elective share protects a surviving spouse, what counts in the elective estate, deadlines, and how to plan around it. West Palm Beach guidance.
A Palm Beach guide to choosing a Florida trustee: duties under Chapter 736, individual vs. corporate trustees, costs, timelines, and successor planning.
Avoid the most common Florida estate planning mistakes—from homestead errors to out-of-state documents. A West Palm Beach attorney’s practical guide for retirees.
A Palm Beach guide for young families: guardian nominations, revocable trusts, and what probate costs and timelines really look like under Florida law.
West Palm Beach is home to a large and growing community of immigrant families—green-card holders, visa workers, dual nationals, and recent arrivals who have not
How to include digital assets and online accounts in your Florida estate plan. RUFADAA explained for Palm Beach retirees and snowbirds.
Joint ownership looks like a shortcut around probate in Palm Beach, FL. Here is how it really works, what it can cost, and the timeline risks involved.
How Florida second marriages affect your estate plan, plus prenup coordination to protect children, homestead, and assets. Guidance for Palm Beach retirees.
A funded trust avoids Florida probate; an empty one doesn’t. Step-by-step guide to funding a revocable living trust in Palm Beach, with timeline and cost.
A Palm Beach guide to choosing a Florida personal representative: legal eligibility rules, duties, probate timelines, and what the role really costs.
How charitable trusts work in a Florida estate plan. A Palm Beach attorney explains CRTs, CLTs, donor-advised funds, and tax-smart giving for retirees.
A Florida attorney’s guide to updating your estate plan after divorce, marriage, or relocating to Palm Beach, including statutes that change automatically.
