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006: Reviewing Documents: Turning an Estate “Plan” from Checked Box to Real Protection

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Decades of hard work can be undone by an outdated estate plan. In this episode, we walk through what really happens when Florida families assume a dusty trust binder means their legacy is secure.   We explore the most common breakdowns: unfunded trusts that still force heirs through probate, beneficiary designations that quietly override a… Read more »

005: DIY Wills, Powers of Attorney, and Florida Homestead Laws: What Really Puts Your Family at Risk

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Most estate planning mistakes don’t start with bad intentions; they start with bad information. In this episode, we walk through the myths that quietly cost Florida families tens of thousands of dollars and, in some cases, fracture relationships beyond repair.     The conversation digs into why DIY estate planning so often backfires, especially in Florida…. Read more »

004: Florida Estate Planning Myths That Cost Families Thousands (And How to Avoid Them)

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Most Florida families have an estate plan built on bad information. In this episode, Stephen Lacey breaks down the myths that quietly drain estates, delay inheritances, and tear families apart, starting with the one that surprises almost everyone: a will does not avoid probate.   Stephen brings 25 years of Florida estate planning experience to… Read more »

003: Lady Bird Deeds in Florida: What They Are, How They Work, and When to Use One

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Florida homeowners have a powerful tool for passing property to their loved ones without the cost and delay of probate court. But without thoughtful planning, this tool can have devastating long-term consequences. Stephen Lacey, a Florida estate planning attorney, breaks down exactly how Lady Bird deeds work, why retained control sets them apart from traditional… Read more »