Monthly Archives: February 2026
How Florida’s Homestead Exemption May Restrict Your Estate Planning Options
Normally, a Florida resident is free to devise their property as they wish through their will or by creating a revocable trust. But there is an exception for married persons who own their primary residence. Such residences, known as “homesteads,” enjoy a special status under the Florida Constitution. Florida Law and Your Primary Residence… Read More »
Does a Florida Trustee Have to Provide Annual Accountings?
In any Florida irrevocable trust, state law requires the trustee to “provide a trust accounting … to each qualified beneficiary at least annually and on termination of the trust or on change of the trustee.” Practically speaking, the trustee must give the beneficiary a “reasonably understandable report” so that the beneficiary can understand what… Read More »