florida estate planning guide
A practical guide by Craig R. Hersch (Florida Bar Board Certified Wills, Trusts & Estates attorney and CPA) explaining the advantages of Florida residency (no state income/estate/inheritance/intangible taxes, homestead and Save Our Homes benefits), detailed steps to establish and document Florida domicile, pitfalls when leaving northern wills/trusts unchanged after moving (Florida homestead descent/devise rules), contrasts between wills and revocable living trusts (probate, privacy, incapacity), recent statutory and tax changes (trust code updates, decoupling, portability), durable power of attorney and advance directive updates, asset alignment/funding of trusts, and a seven-step Family Estate & Legacy Program® (Design, Document Builder, Asset Alignment, Advisor Coordination, Client Care) to implement and maintain plans. The book is aimed at current or prospective Florida residents—particularly retirees—who need concrete, actionable estate‑planning steps and ongoing maintenance.
Questions this document answers
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Florida Bar Board Certified Wills, Trusts & Estates attorney; CPA
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