Florida Asset Protection: Tenants by the Entirety (TBE) Brokerage Accounts
Another Benefit of Marriage: How Fidelity, Vanguard, J.P. Morgan, Schwab, and other brokerage accounts fit with revocable living trusts and a holistic Florida estate plan
Key Takeaways Florida TBE ownership can protect qualifying marital property from ordinary separate claims against one spouse; joint claims and other exceptions...
Florida TBE Brokerage Accounts: Lawyer, Plan Thyself
My August 2026 experience seeking tenancy-by-the-entirety registration at Fidelity and Vanguard, with J.P. Morgan next
Key Takeaways In August 2026, I began correcting the ownership of my family’s brokerage accounts and found that TBE registration was harder to arrange than expected.Joint ownership and TBE are different. The...
Florida Homestead as Asset Protection: What the O.J. Simpson Case Actually Teaches
A deep dive into how Florida’s homestead shield holds up (and where it doesn’t) with married couples, unrelated co-owners, children added to the deed, revocable and irrevocable trusts, land trusts, and Lady Bird deeds
Key Takeaways O.J. Simpson’s Florida home illustrates the difference between protection against an...
Florida Homestead Protection and Property Tax Exemptions: What Every Homeowner Should Know Before the November 2026 Election
How one word in Florida law creates three separate protections for your home, and the ballot measure this November that could reshape one of them
Key TakeawaysProtecting Inheritance from a Child’s Divorce
When a child receives an inheritance, many parents worry about what could happen if that child later divorces. In Florida, inherited assets are generally considered separate property, but that protection can disappear if the inheritance is mixed with marital assets or handled improperly. Careful estate planning can...
Understanding Florida’s Homestead Laws in Estate Planning
Your home may be your largest asset, but its place in an estate plan is also personal. Florida’s homestead rules can protect a qualifying residence and provide rights for family members. The rules involve three related but distinct subjects: creditor protection, restrictions on inheritance, and property-tax benefits. Each...
Which Assets Avoid Probate, and Which Are Exempt from Creditors in Florida?
When reviewing an estate, two different questions often arise: does an asset pass outside probate, and is it protected from creditors? The answers are not always the same. Understanding the distinction can help your family identify the right procedure and avoid overlooking a valuable protection.
Probate property and creditor-exempt...
What Steps Can I Take Now To Protect My Assets If I Need Assisted Living?
Planning for assisted living starts with your preferences: the support you may need, where you would feel comfortable, and how to fund that care while considering a spouse or other family members. Early legal and financial planning can help you compare options and understand their limits.
What...Asset Protection Strategies for Floridians
Asset protection planning begins with understanding the risks you actually face and the protections already available. A sensible plan coordinates insurance, ownership, business arrangements, and estate planning before a dispute or financial difficulty arises.
Start with appropriate insuranceHomeowners, automobile, professional liability, business, and umbrella coverage may address different risks....
Protecting Your Assets from Creditors with an Estate Plan
Estate planning includes deciding how to manage property, provide for loved ones and address foreseeable risks. Asset-protection planning considers lawful exemptions, ownership arrangements, insurance and appropriate trust or entity structures. It requires attention to existing...