Life changes fast, and your estate plan should keep pace. In this video, Ashley from SJF Law Group in Fort Lauderdale, Florida, walks you through a practical, Florida-specific checklist for updating your wills, trusts, deeds, powers of attorney, and beneficiary designations after a major life event.
Whether you’ve experienced a marriage, divorce, birth of a child, death in the family, move to Florida, major purchase, business change, or financial windfall, this checklist helps ensure your estate plan still reflects your goals and protects your family.
What You’ll Learn in This Video:
✅ When you should update your estate plan after a major life event
✅ How to review and update your will and revocable trust
✅ Florida homestead rules, deeds, and probate-avoidance strategies
✅ Beneficiary designation mistakes to avoid (401(k), IRA, life insurance)
✅ Essential powers of attorney, health care directives, and HIPAA releases
✅ Planning considerations for blended families, minors, and special needs beneficiaries
✅ Business succession and high-value asset planning
✅ Florida estate tax basics and federal estate tax planning for high-net-worth families
✅ The 2026 federal estate tax exemption sunset and why planning now matters
✅ Property tax protections like Save Our Homes, portability, and widow/widower exemptions
✅ Out-of-state and foreign property issues
✅ Digital asset planning and password management
✅ Trust funding, asset titling, and keeping everything in sync
✅ How often should you review your estate plan
This video is especially helpful for Florida residents who want a clear, step-by-step approach to keeping their estate plan current and avoiding costly mistakes.
Schedule a complimentary consultation:
Call (954)-420-7735 or email Info@EstateandProbateLawyer.com
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