# www.doaneanddoane.com Doane & Doane, P.A. is a probate & estate planning law firm in West Palm Beach, providing financial & legal services throughout Florida. ## Pages - [C. Murphy Cray, J.D., LL.M.](https://www.doaneanddoane.com/c-murphy-cray-estate-planning-attorney): C. Murphy Cray is a dedicated estate planning attorney at Doane & Doane, P.A law firm in Palm Beach County. Discover his specialization and how he can help you - [Sitemap](https://www.doaneanddoane.com/sitemap): Explore the comprehensive sitemap of Doane & Doane P.A. Contact us our Probate Attorney in West Palm Beach County for more details. - [Sebastian J. DiMaio, J.D., LL.M.](https://www.doaneanddoane.com/sebastian-j-dimaio): Sebastian DiMaio, Esq. joined Doane & Doane, P.A. in 2025 as an estate planning attorney, where he focuses his practice on estate planning and administration. - [Home](https://www.doaneanddoane.com/): Doane & Doane, P.A. is a probate & estate planning law firm in West Palm Beach, providing financial & legal services throughout Florida. Contact our Attorney! - [When Is Right Time To Begin Estate Planning For Myself?](https://www.doaneanddoane.com/when-is-the-right-time-to-begin-estate-planning-for-myself): When is the right time to begin estate planning for myself? Any time you have a life event, a birth, a death, a marriage, a divorce, that's a time that... - [Randell C. Doane, J.D., LL.M.](https://www.doaneanddoane.com/randell-c-doane): Randell C. Doane is an experienced estate planning attorney at Doane & Doane, P.A law firm in Palm Beach County with expertise in probate taxation & much more. - [H. Bryan Doane, J.D., LL.M., C.P.A.](https://www.doaneanddoane.com/hbryan-doane): H. Bryan Doane attorney is a licensed CPA a Chicago-based tax law firm with extensive tax experience. Discover his expertise in tax matters at Doane & Doane P.A - [Rebecca G. Doane, J.D., C.P.A.](https://www.doaneanddoane.com/rebecca-g-doane): Rebecca G. Doane is an experienced estate planning attorney at Doane & Doane, P.A Law firm in Palm Beach County with expertise in trusts, wills & much more! - [Our Team](https://www.doaneanddoane.com/tax-estate-planning-attorneys-and-cpas): Doane & Doane, P.A offers top-notch tax & estate planning services in West Palm Beach County. Our attorneys & CPAs ensure your financial affairs. Call us Today - [HOW TO PREPARE ESTATE PLANNING DOCUMENTS IN THIS PANDEMIC?](https://www.doaneanddoane.com/how-to-prepare-estate-planning-documents-in-this-pandemic): Watch our video and know about how to prepare estate planning documents in this pandemic? For more information, contact us at 561-656-0200. - [WHAT IS YOUR APPROACH?](https://www.doaneanddoane.com/what-is-your-approach): What is your approach? For estate planning, we like to meet with clients, review their existing documents, if they have documents, review their asset... - [Probate & Trust Administration](https://www.doaneanddoane.com/service/probate-trust-administration-attorneys-palm-beach-county): Doane Palm Beach Probate Lawyer assists with probate & trust administration, personal representative guidance, fiduciary tax, and residency & domicile issues - [WHAT ASSETS SHOULD BE INCLUDED IN A TRUST?](https://www.doaneanddoane.com/what-assets-should-be-included-in-a-trust): Signing your trust documents is only half the solution. Did you know that properly funding your trust is equally important for your estate plan to work? - [Joanne H. Rogers, J.D., LL.M.](https://www.doaneanddoane.com/joanne-h-rogers): Joanne H. Rogers joined Doane & Doane, P.A. in 2021, bringing her experience from practicing at boutique estate planning firms in South Florida. Contact today - [PANDEMICS ARE PERSONAL](https://www.doaneanddoane.com/pandemics-are-personal): Watch our video and know that pandemics are personal. For more information, contact us at 561-656-0200. - [What Is Business Succession Planning?](https://www.doaneanddoane.com/business-succession-planning): Ensure a smooth transition of your business with expert succession planning services. Trust Doane & Doane for tailored strategies and legal guidance. - [Who Needs Estate Planning?](https://www.doaneanddoane.com/who-needs-estate-planning): Who needs estate planning? Everyone over the age of 18 needs it, whether you have a penny or a $100 MIL, estate planning is important to all... - [EVERYONE NEEDS AN ESTATE PLAN, CELEBRITIES INCLUDED](https://www.doaneanddoane.com/everyone-needs-an-estate-plan): It has happened again, another celebrity, dying *without* a will, leaving loved ones to deal with the potentially long, emotional... - [HOW CAN A LAWYER ASSIST ME IN SETTING UP A PRIVATE FOUNDATION?](https://www.doaneanddoane.com/how-can-a-lawyer-assist-me-in-setting-up-a-private-foundation): How can a lawyer assist me in setting up a private foundation? Typically you need legal advice in setting up a foundation. There's really two elements... - [CHARITABLE TRUSTS](https://www.doaneanddoane.com/charitable-trusts): Consider a charitable trust if you’re passionate about philanthropy. Enjoy tax benefits while doing good for the world at the same time. - [WHO CAN TERMINATE A GUARDIANSHIP?](https://www.doaneanddoane.com/terminating-guardianship): Who can terminate a guardianship? Guardianships are terminated in many different ways. The most normal way is when the ward passes... - [THE BASICS OF ESTATE PLANNING](https://www.doaneanddoane.com/the-basics-of-estate-planning): A common misconception is that only those with significant assets need an estate plan. In reality, everyone has an estate and everyone needs a plan. - [What are trusts?](https://www.doaneanddoane.com/what-are-trusts): Watch our video and know about what trusts are. For more information, contact us at 561-656-0200. - [What are annual exclusion gifts?](https://www.doaneanddoane.com/what-are-annual-exclusion-gifts): Watch our video and know about what are annual exclusion gifts. For more information, contact us at 561-656-0200. - [What can be done if there are not enough assets to cover the deceased’s debts?](https://www.doaneanddoane.com/what-can-be-done-if-there-are-not-enough-assets-to-cover-the-deceaseds-debts): Watch our video and know what can be done if there are insufficient assets to cover the deceased's debts. For more information, contact us at 561-656-0200. - [Video Blogs](https://www.doaneanddoane.com/video-blogs): Explore our video blogs for insightful discussions on legal matters, From estate planning to tax law, our experts provide valuable information. Learn More! - [GUARDIANSHIP FOR A LOVED ONE](https://www.doaneanddoane.com/guardianship-for-a-loved-one): Learn about guardianship and how to protect and care for your loved one. Trust Doane & Doane for expert guidance in navigating the guardianship process. - [INCOME TAX DEDUCTION](https://www.doaneanddoane.com/income-tax-deduction): Watch our video and know about the income tax deduction. For more information, contact us at 561-656-0200. - [Where is probate handled?](https://www.doaneanddoane.com/where-is-probate-handled): Where is probate handled? Probate is handled in the jurisdiction in which your decedent died. If they passed in Palm Beach then probate would be opened in.. - [What are wealth transfer taxes?](https://www.doaneanddoane.com/what-are-wealth-transfer-taxes): Watch our video and know about what are wealth transfer taxes. For more information, contact us at 561-656-0200. - [What Is The Maximum Amount Of Personal Property That Can Be Administered Without Probate?](https://www.doaneanddoane.com/what-is-the-maximum-amount-of-personal-property-that-can-be-administered-without-probate): What Is The Maximum Amount Of Personal Property That Can Be Administered Without Probate? There's no maximum amount. In Florida... - [WHEN IS THE RIGHT TIME TO START SUCCESSION PLANNING?](https://www.doaneanddoane.com/when-is-the-right-time-to-start-succession-planning): When is the right time to start succession planning? The earlier, the better. I mean you certainly want to avoid it late in life... - [REVOCABLE VS. IRREVOCABLE TRUSTS – WHAT’S THE DIFFERENCE?](https://www.doaneanddoane.com/revocable-vs-irrevocable-trusts-whats-the-difference): Now that you’re considering creating a trust, you may have heard about two of the most popular types of trusts, revocable and irrevocable. Learn the difference. - [What Is A Unified Credit?](https://www.doaneanddoane.com/unified-credit): What is a unified credit? The unified credit is against the estate tax or gift tax so I can give my children or others asserts either now when I'm alive... - [What Happens If You Do Not Have A Will Or Trust?](https://www.doaneanddoane.com/what-happens-if-you-do-not-have-a-will-or-trust): What happens if you do not have a will or trust? If you die without a will or a trust, then the state of Florida imposes its intestacy... - [What are some typical estate planning documents?](https://www.doaneanddoane.com/what-are-some-typical-estate-planning-documents): Watch our video and know about what are some typical estate planning documents. For more information, contact us at 561-656-0200. - [When should I appoint a durable power of attorney?](https://www.doaneanddoane.com/durable-power-of-attorney): When should i appoint a durable power of attorney? It's actually never too early to set up your first durable power of attorney. - [When should I review my existing will?](https://www.doaneanddoane.com/when-should-i-review-my-existing-will): When should I review my existing will? Any time you have a change in your personal circumstance like a birth, a death, a marriage, a divorce... - [I did some estate planning in the past with my financial advisor. Should I still consult an estate planning attorney?](https://www.doaneanddoane.com/i-did-some-estate-planning-in-the-past-with-my-financial-advisor-should-i-still-consult-an-estate-planning-attorney): I did some estate planning in the past with my financial advisor. Should I still consult an estate planning attorney? The roles that a financial... - [TAXES THAT MIGHT AFFECT YOUR ESTATE PLANNING](https://www.doaneanddoane.com/can-a-prenuptial/taxes-that-might-affect-your-estate-planning): Watch our video and know about the taxes that might affect estate planning. For more information, contact us at 561-656-0200. - [WHEN IS A PRENUPTIAL AGREEMENT ENFORCEABLE?](https://www.doaneanddoane.com/when-is-a-prenuptial-agreement-enforceable): When is a prenuptial agreement enforceable? There's really two times that it's important. One would be a divorce. That's what people first think of... - [LIFE INSURANCE TRUSTS](https://www.doaneanddoane.com/life-insurance-trusts): Watch our video and know about life insurance trusts. For more information, contact us at 561-656-0200. - [FEDERAL ESTATE TAXES](https://www.doaneanddoane.com/federal-estate-taxes): Watch our video and know about federal estate taxes. For more information, contact us at 561-656-0200. - [What are probate assets?](https://www.doaneanddoane.com/what-are-probate-assets): Watch our video and know about what are probate assets. For more information, contact us at 561-656-0200. - [Are well spouses legally responsible for Medicaid expenses of a sick spouse?](https://www.doaneanddoane.com/are-well-spouses-legally-responsible-for-medicaid-expenses-of-a-sick-spouse): Are well sick spouses legally responsible for Medicaid expenses of a spouse? They're typically not legally responsible. However... - [ESTATE AND INHERITANCE TAXES](https://www.doaneanddoane.com/estate-and-inheritance-taxes): Estate planning attorney Randall Doane explains how a living trust can do more than avoid probate – it may also help reduce estate and inheritance taxes for heirs - [What Should I Do To Prepare For Seeing A Probate Attorney?](https://www.doaneanddoane.com/seeing-probate-attorney): What should I do to prepare for seeing a probate attorney? If you've had a family member or loved one pass away, and you need to administer a probate... - [How Can An Estate Plan Prevent Probate Of My Estate?](https://www.doaneanddoane.com/how-can-an-estate-plan-prevent-probate-of-my-estate): How can an estate plan prevent probate of my estate? When you see an estate planner, there are many main goals of estate planning... - [UNDERSTANDING THE NEED FOR PET TRUSTS](https://www.doaneanddoane.com/understanding-the-need-for-pet-trusts): Watch our video and know about understanding the need for pet trusts. For more information, contact us at 561-656-0200. - [HOW IS A GUARDIANSHIP PROCEEDING INITIATED?](https://www.doaneanddoane.com/how-is-a-guardianship-proceeding-initiated): How is a guardianship proceeding initiated? A guardianship proceeding is usually initiated by a family member or a loved one... - [Do I Have To Wait Five Years After Giving Anything Away To Get Medicaid?](https://www.doaneanddoane.com/do-i-have-to-wait-five-years-after-giving-anything-away-to-get-medicaid): Do I have to wait five years after giving anything away to get Medicaid? That's the general rule. If I took all my money and gave it to my kids.... - [How can I ensure that the guardian named for my children has the resources to raise them well?](https://www.doaneanddoane.com/how-can-i-ensure-that-the-guardian-named-for-my-children-has-the-resources-to-raise-them-well): How can I ensure that the guardian named for my children has the resources to raise them well? When you setup your estate plan... - [THE BRITNEY SPEARS CONSERVATORSHIP](https://www.doaneanddoane.com/the-britney-spears-conservatorship): Britney Spears, 39, battles over control of her $60M fortune amid a conservatorship awarded to her father. Legal expert Rebecca Doane weighs in on the case. - [Do We Need To Go Through Probate If There Is A Valid And Non-Contested Will?](https://www.doaneanddoane.com/do-we-need-to-go-through-probate-if-there-is-a-valid-and-non-contested-will): Do we need to go through probate if there is a valid and non-contested will? Remember, a last will and testament means probate... - [What Is The Maximum Amount Of Real Property That Can Be Administered Without Probate?](https://www.doaneanddoane.com/what-is-the-maximum-amount-of-real-property-that-can-be-administered-without-probate): What is the maximum amount of real property that can be administered without probate? There's no maximum amount. In Florida... - [What is a grantor trust?](https://www.doaneanddoane.com/grantor-trust): What is a grantor trust? There's a lot of different ways to categorize trusts, because there's maybe 40 kinds of trusts... - [DIVORCE & INHERITANCE](https://www.doaneanddoane.com/divorce-and-inheritance): Divorce is never a pleasant experience, and if there is an inheritance left to one of the spouses, the other spouse may try to get his or her hands on it. - [Wills and Trust](https://www.doaneanddoane.com/service/wills-trusts-attorneys-palm-beach-county): Doane Palm Beach Wills & Trusts Attorney assists with revocable, irrevocable living trusts and minimizes tax liability, etc. Call our Wills & Trusts Lawyer! - [Should I Consider Life Insurance During The Estate Planning Process?](https://www.doaneanddoane.com/should-i-consider-life-insurance-during-the-estate-planning-process): Should I consider life insurance during the estate planning process? Life insurance can be a critical tool for many estate plans... - [Who are the parties involved in the probate process?](https://www.doaneanddoane.com/who-are-the-parties-involved-in-the-probate-process): Who are the parties involved in the probate process? Usually, the person named as personal representative in the decedent's last will and testament... - [What Special Planning Should I Do For My Special Needs Child?](https://www.doaneanddoane.com/what-special-planning-should-i-do-for-my-special-needs-child): Ensure your special needs child's future with tailored planning. Protect their well-being and financial security for years to come. - [Is there a way to plan for the generation-skipping transfer tax?](https://www.doaneanddoane.com/is-there-a-way-to-plan-for-the-generation-skipping-transfer-tax): Discover effective strategies to plan for the generation-skipping transfer tax. Consult Doane & Doane for personalized advice and tax-efficient planning solutions. - [How Does Someone Apply For Medicaid Benefits?](https://www.doaneanddoane.com/how-does-someone-apply-for-medicaid-benefits): How does someone apply for Medicaid benefits? It's an application process. You can go on the internet and you can find the application... - [How long does it take to get a prenuptial agreement?](https://www.doaneanddoane.com/how-long-does-it-take-to-get-a-prenuptial-agreement): How long does it take to get a prenuptial agreement? The time varies quite a bit if there's no negotiating or arguing about it... - [Elder Law](https://www.doaneanddoane.com/service/elder-law-attorneys-palm-beach-county): Elder Law Attorney at Doane assists clients with retirement planning, insurance other estate planning queries in Palm Beach County. Contact our Elder law lawyer - [ESTATE DOCUMENTS- ACCESSIBILITY](https://www.doaneanddoane.com/estate-documents-accessibility): Watch our video and know about estate document accessibility. For more information, contact us at 561-656-0200. - [What Is Included In My Estate For Tax Purposes?](https://www.doaneanddoane.com/what-is-included-in-my-estate-for-tax-purposes): What is included in my estate for tax purposes? Every asset that you owned as of your date of death is included in your estate for estate tax purposes. - [LIVING TRUSTS](https://www.doaneanddoane.com/living-trusts): Estate planning attorney Randall Doane explains the benefits of a living trust and how it can protect your assets and your family's future. - [PROTECTING YOUR CHILDREN’S INHERITANCE](https://www.doaneanddoane.com/protecting-your-childrens-inheritance): Watch our video and know about protecting your children's inheritance. For more information, contact us at 561-656-0200. - [Do Beneficiaries Have To Pay Creditors Out Of Their Own Pocket If The Estate Is Insolvent?](https://www.doaneanddoane.com/do-beneficiaries-have-to-pay-creditors-out-of-their-own-pocket-if-the-estate-is-insolvent): Watch our video and know whether beneficiaries must pay creditors out of their pocket if the estate is insolvent. Contact us today! - [When Should I Appoint a Health Insurance Portability and Accountability Act Release Agent?](https://www.doaneanddoane.com/when-should-i-appoint-a-health-insurance-portability-and-accountability-act-release-agent): When should I appoint an accountability act release agent? The Health Insurance Portability and Accountability Release act. Contact us today to schedule a free consultation! - [Can I Use My Will To name A Guardian To Care For My Young Children and Manage Their Property?](https://www.doaneanddoane.com/can-i-use-my-will-to-name-a-guardian-to-care-for-my-young-children-and-manage-their-property): Can I use my will to name a guardian to care for my young children and manage their property? Yes, inside your last will and testament... - [WHAT IS YOUR PROCESS?](https://www.doaneanddoane.com/what-is-your-process): What is your process? Because we do a lot of estate planning in our office, our process is pretty systematized. We meet with clients... - [Firm Publications](https://www.doaneanddoane.com/firm-publication): Firm publications of Doane and Doane, P.A. includes practical tips on amending irrevocable trusts, legacy incentive trust, weathering the storm etc. - [What Are The Benefits of a Family Limited Partnership?](https://www.doaneanddoane.com/what-are-the-benefits-of-a-family-limited-partnership): Watch our video and know what the benefits of a family-limited partnership are. For more information, contact us at 561-656-0200. - [What Is Probate?](https://www.doaneanddoane.com/what-is-probate): What is probate? Probate is a court process that moves the ownership of assets from the dead person to where they're supposed to be going. - [MINIMIZING ESTATE TAXES GRATS AND GRUTS](https://www.doaneanddoane.com/minimizing-estate-taxes-grats-and-gruts): If your estate may owe estate taxes, Doane & Doane can help minimize them. Consider a GRAT or GRUT to reduce your tax burden and protect your assets. - [DO YOU NEED A WILL AND A TRUST ?](https://www.doaneanddoane.com/do-you-need-a-will-and-a-trust): Watch our video and know about do you need a will and a trust. For more information, contact us at 561-656-0200. - [Can A Prenuptial/Postnuptial Agreement Decide Future Child Support?](https://www.doaneanddoane.com/can-a-prenuptial-postnuptial-agreement-decide-future-child-support): Can a prenuptial/postnuptial agreement decide future child support? Now that's one thing that it can't. It can decide the parties' rights, the husband... - [Are there any exemptions to the generation-skipping transfer tax?](https://www.doaneanddoane.com/are-there-any-exemptions-to-the-generation-skipping-transfer-tax): Explore exemptions to the generation-skipping transfer tax. Consult Doane & Doane for personalized strategies and tax-efficient estate planning. - [What is Medicaid?](https://www.doaneanddoane.com/what-is-medicaid): What is Medicaid? Medicaid is a needs-based governmental program that will pay for medical care, and very commonly is used to pay for long-term care... - [What Happens If I Get Divorced Without A Prenup?](https://www.doaneanddoane.com/what-happens-if-i-get-divorced-without-a-prenup): What happens if I get divorced without a prenup? The court will decide how property is divided. The court'll decide whether either party will pay alimony... - [HOW MAY MY FOUNDATION ASSETS BE USED?](https://www.doaneanddoane.com/how-may-my-foundation-assets-be-used): How may my foundation assets be used? t can only be used for charitable purposes, so in most cases, most of medium size or smaller private foundations... - [IMPLICATIONS OF THE SECURE ACT](https://www.doaneanddoane.com/secure-act-implications): The SECURE Act raises the minimum distribution age to 72, but it may impact how you pass on retirement assets to your kids. Contact us today for more info. - [Contact](https://www.doaneanddoane.com/contact): Call (561)-656-0200 or email us to speak with an attorney in West Palm Beach about your legal situation. We will do our best to provide the information you need - [What are the steps involved in probate?](https://www.doaneanddoane.com/what-are-the-steps-involved-in-probate): Watch our video and know about what are the steps involved in probate. For more information, contact us at 561-656-0200. - [How much income can I make and qualify for Medicaid?](https://www.doaneanddoane.com/how-much-income-can-i-make-and-qualify-for-medicaid): How much income can I make and qualify for Medicaid? Though the number is an odd number, it's indexed for inflation, but it's approximately $2,000 a month - [What Is Included In My estate?](https://www.doaneanddoane.com/what-is-included-in-my-estate): What is included in my estate? The assets that are included in your estate for estate tax purposes sometimes surprise people... - [How does the creation of a private charitable foundation help with estate planning?](https://www.doaneanddoane.com/how-does-the-creation-of-a-private-charitable-foundation-help-with-estate-planning): Watch our video and learn how the creation of a private charitable foundation help with estate planning? Contact us today! - [ESTATE PLAN INCAPACITY PLANNING](https://www.doaneanddoane.com/estate-plan-incapacity-planning): Watch our video and know about estate plan incapacity planning. For more information, contact us at 561-656-0200. - [HELPFUL IDEAS – YEAR END ESTATE PLANNING](https://www.doaneanddoane.com/helpful-ideas-year-end-estate-planning): We’ve discussed potential changes to the estate tax exemption. Here are other estate planning moves you may want to consider before limits change. - [THE IMPORTANCE OF A HEALTH CARE SURROGATE](https://www.doaneanddoane.com/the-importance-of-a-health-care-surrogate): A healthcare surrogate is crucial in uncertain times, designating someone to make medical decisions for you if you become unable to do so. It must be properly signed - [Tax Planning](https://www.doaneanddoane.com/service/tax-planning-attorneys-palm-beach-county): Doane Palm Beach Tax Planning attorney provides a variety of tax planning services like tax returns, tax return preparation, IRS controversies in Palm Beach County - [WE ARE CLOSELY MONITORING UPDATES](https://www.doaneanddoane.com/we-are-closely-monitoring-updates): Watch our video and know that we are closely monitoring updates. For more information, contact us at 561-656-0200. - [Steven Greenberg, C.P.A.](https://www.doaneanddoane.com/steven-greenberg): Meet Steven Greenberg, a trusted estate planning attorney at Doane & Doane P.A, dedicated to providing exceptional legal services tailored to your needs. - [What are self-cancelling installment notes?](https://www.doaneanddoane.com/what-are-self-cancelling-installment-notes): Learn about self-cancelling installment notes (SCINs) and their role in estate planning. Explore this unique financial instrument. - [Do I Need A Prenuptial Agreement If I Am Getting Married?](https://www.doaneanddoane.com/do-i-need-a-prenuptial-agreement-if-i-am-getting-married): Do I need a prenuptial agreement if I am getting married? It would depend. If you have significant assets, and your spouse-to-be doesn't, or you expect... - [What Are The Most Common Estate Planning Mistakes Made by High Net Worth Individuals?](https://www.doaneanddoane.com/what-are-the-most-common-estate-planning-mistakes-made-by-high-net-worth-individuals): Watch our video and know about Common Estate Planning Mistakes Made by High Net Worth Individuals. For more information, contact us at 561-656-0200. - [My spouse died and left a will leaving his assets to me and my children. Do we have to probate the will?](https://www.doaneanddoane.com/my-spouse-died-and-left-a-will-leaving-his-assets-to-me-and-my-children-do-we-have-to-probate-the-will): My spouse died and left a will leaving his assets to me and my children. Do we have to probate the will? You have to probate the will... - [ANOTHER GOOD REASON TO AVOID PROBATE](https://www.doaneanddoane.com/another-good-reason-to-avoid-probate): Sidestep probate complexities! Discover effective estate planning methods to safeguard your family's future and avoid unnecessary hassles. - [Can I Transfer My Assets To My Children Just Before I Go Into A Nursing Home And Still Qualify For Medicaid?](https://www.doaneanddoane.com/can-i-transfer-my-assets-to-my-children-just-before-i-go-into-a-nursing-home-and-still-qualify-for-medicaid): Can I transfer my assets to my children just before I go into a nursing home and still qualify for Medicaid? The general rule is.... - [CAN I OR MEMBERS OF MY FAMILY BE EMPLOYED BY MEMBERS OF MY FOUNDATION?](https://www.doaneanddoane.com/can-i-or-members-of-my-family-be-employed-by-members-of-my-foundation): Can you or your family members work for your foundation? Understand the rules and implications of employment within a foundation. - [What Is A Health Care Proxy?](https://www.doaneanddoane.com/health-care-proxy): What is a health care proxy? In the state of Florida, a healthcare proxy is also called a healthcare surrogate. What that does is it names somebody... - [What Is The Death Tax? Can I Minimize The Effect Of The Death Tax Through Estate Planning?](https://www.doaneanddoane.com/what-is-the-death-tax-can-i-minimize-the-effect-of-the-death-tax-through-estate-planning): Watch our video and know what the death tax is? Contact us today! Can I minimize the effect of the death tax through estate planning? - [WHAT ARE THE VARIOUS TYPES OF GUARDIANS?](https://www.doaneanddoane.com/what-are-the-various-types-of-guardians): Watch our video and know about what are the various types of guardians. For more information, contact us at 561-656-0200. - [Does All Property Have To Go Through Probate When A Person Dies?](https://www.doaneanddoane.com/does-all-property-have-to-go-through-probate-when-a-person-dies): Does all property have to go through probate when a person dies? Not all property has to go through probate when a person dies. The property that does... - [TRUSTEE SELECTION](https://www.doaneanddoane.com/trustee-selection): Beyond successor trustees! Delve into the nuances of trust transitions and consider the benefits of having a "co-trustee" for a more flexible approach. - [SLAT – SPOUSAL LIFETIME ACCESS TRUST](https://www.doaneanddoane.com/slat): Making an estate plan part of your New Year’s resolution? A great tool to consider is the Spousal Lifetime Access Trust (SLAT) for effective planning. - [OPENING A GUARDIANSHIP](https://www.doaneanddoane.com/opening-a-guardianship): Watch our video and know about opening a guardianship. For more information, contact us at 561-656-0200. - [Does A Will Control All Of My Property?](https://www.doaneanddoane.com/does-a-will-control-all-of-my-property): Does a will control all of my property? A will only controls those assets that you owned in your name alone as of your date of death... - [Advanced Estate Planning](https://www.doaneanddoane.com/service/advanced-estate-planning-attorneys-palm-beach-county): Doane Palm Beach County Advanced Estate Planning Attorney assists with complete estate plan & estate planning needs. Call our Estate Planning Lawyer Today! - [When should I create a guardianship declaration?](https://www.doaneanddoane.com/creating-guardianship-declaration): When should I create a guardianship declaration? There are two types of guardianship declarations in the state of Florida and the first... - [DEFERMENT INCLUDES 2020 FIRST QUARTER TAXES](https://www.doaneanddoane.com/deferment-includes-2020-first-quarter-taxes): Watch our video and know about deferment, including 2020 first quarter taxes. For more information, contact us at 561-656-0200. - [HOW WILL YOUR ESTATE PLAN BE AFFECTED IN THE EVENT OF DIVORCE](https://www.doaneanddoane.com/estate-planning-and-divorce): Watch our video and learn how your estate plan will be affected in the event of a divorce? For more information, contact us at 561-656-0200. - [Blog](https://www.doaneanddoane.com/blog): Doane and Doane Estate Planning Attorney offers answers to common questions . Call us for all your Estate Planning needs - [Privacy Policy](https://www.doaneanddoane.com/privacy-policy): Privacy Policy of Doane and Doane P.A. Read our privacy policy. Your data security is our priority Learn how we handle and protect your information. - [What Is A Living Will?](https://www.doaneanddoane.com/what-is-living-will): What is a living will? Estate planners refer to it sometimes as the pull-the-plug document. A living will is a very, very important document... - [PET TRUSTS](https://www.doaneanddoane.com/pet-trusts): Watch our video and know about pet trusts. For more information, contact us at 561-656-0200. - [What Types Of Property Need To Go Through Probate?](https://www.doaneanddoane.com/what-types-of-property-need-to-go-through-probate): What types of property need to go through probate? Any asset, whether it's real estate, bank account, stocks, bonds, whatever it might be... - [What Is Incapacitation Planning?](https://www.doaneanddoane.com/what-is-incapacitation-planning): This blog will focus on what is incapacitation planning. For more information contact us now. - [WHAT IS THE DIFFERENCE BETWEEN A SUCCESSION PLAN AND AN ESTATE PLAN?](https://www.doaneanddoane.com/what-is-the-difference-between-a-succession-plan-and-an-estate-plan): What is the difference between a succession plan and an estate plan? They're both similar in that they're focusing on finding an efficient... - [ESTATE TAXES](https://www.doaneanddoane.com/estate-taxes): Watch our video and know about estate taxes. For more information, contact us at 561-656-0200. - [Are the rules for Medicaid different in each state?](https://www.doaneanddoane.com/are-the-rules-for-medicaid-different-in-each-state): Are the rules for medicaid different in each state? Medicaid rules vary significantly from state to state. You're going to want an experienced... - [What are grantor retained unitrusts?](https://www.doaneanddoane.com/what-are-grantor-retained-unitrusts): Watch our video and know about what grantor retained unitrusts. For more information, contact us at 561-656-0200. - [DIGITAL PROPERTY AFTER DEATH](https://www.doaneanddoane.com/digital-property-after-death): Watch our video and know about what happens to your digital property after you die. For more information, contact us at 561-656-0200. - [Why would I want to avoid probate?](https://www.doaneanddoane.com/why-would-i-want-to-avoid-probate): Why would I want to avoid probate? Going through probate court is a long convoluted, and drawn out process. As well, it can be expensive... - [TRANSGENDER ESTATE PLANNING](https://www.doaneanddoane.com/transgender-estate-planning): Uniform legal documentation has become an increasingly important issue for the transgender and intersex communities. For more information, contact us today! - [What Is A Revocable Trust?](https://www.doaneanddoane.com/revocable-trust): Unveiling the revocable trust! Discover how a revocable trust serves the dual purpose of avoiding probate and securing your assets. - [What Is Estate Planning?](https://www.doaneanddoane.com/what-is-estate-planning): What is estate planning? Estate planning is the general label given to all of the activities that you do to make certain that when you pass away... - [How does the creation of a public charitable foundation help with estate planning?](https://www.doaneanddoane.com/how-does-the-creation-of-a-public-charitable-foundation-help-with-estate-planning): How does the creation of a public charitable foundation help with estate planning? or some clients, charitable giving is a part of their estate plan.... - [What Should I Know About Gift Taxes?](https://www.doaneanddoane.com/what-should-i-know-about-gift-taxes): What should I know about gift taxes? A federal wealth transfer tax imposed on any gift that you make to anyone other than a spouse... - [Can Someone Challenge My Will After I Die?](https://www.doaneanddoane.com/can-someone-challenge-my-will-after-i-die): Can someone challenge my will after I die? Yes. In our justice system in the United States, anybody can sue anybody for anything at any time. - [How Does Property Transfer After Death?](https://www.doaneanddoane.com/how-does-property-transfer-after-death): How does property transfer after death? Typically, that's the probate process. So how does the asset move from the deceased person over into the... - [Are there any assets that Medicaid does not consider available to the Medicaid applicant or his or her spouse?](https://www.doaneanddoane.com/are-there-any-assets-that-medicaid-does-not-consider-available-to-the-medicaid-applicant-and-or-his-or-her-spouse): Uncover assets exempt from Medicaid considerations. Learn what assets Medicaid doesn't count for eligibility. - [WHAT IS THE DIFFERENCE BETWEEN A PRIVATE FOUNDATION AND A PUBLIC CHARITY?](https://www.doaneanddoane.com/what-is-the-difference-between-a-private-foundation-and-a-public-charity): Learn about the distinctions between private foundations and public charities. Trust Doane & Doane for expert guidance in charitable planning and tax considerations. - [THE SECURE ACT’S IMPACT ON ESTATE PLANS](https://www.doaneanddoane.com/impact-on-estate-plans): Watch our video and know about the impact on estate plans. For more information, contact us at 561-656-0200. - [NEW LEGISLATION ON ESTATE PLANNING – THE SECURE ACT](https://www.doaneanddoane.com/new-legislation-on-estate-planning-the-secure-act): Watch our video and know about new legislation on estate planning the secure act. For more information, contact us at 561-656-0200. - [QPRT – QUALIFIED PERSONAL RESIDENCE TRUST](https://www.doaneanddoane.com/qprt): Learn the benefits of a Qualified Personal Residence Trust (QPRT) for advanced estate planning. Call 561-656-0200 for a free consultation today. - [Are there other ways of leaving property to my beneficiaries other than through a will or a trust?](https://www.doaneanddoane.com/are-there-other-ways-of-leaving-property-to-my-beneficiaries-other-than-through-a-will-or-a-trust): Discover alternative approaches to pass property to beneficiaries beyond wills and trusts. Rely on Doane & Doane for comprehensive estate planning solutions. - [What Makes A Prenuptial Agreement Legally Binding?](https://www.doaneanddoane.com/what-makes-a-prenuptial-agreement-legally-binding): What makes a prenuptial agreement legally binding? State law, in every state that I know of, prevents prenups and postnups. There's certain requirements... - [What are the types of probate proceedings?](https://www.doaneanddoane.com/what-are-the-types-of-probate-proceedings): Watch our video and know about what are the types of probate proceedings. For more information, contact us at 561-656-0200. - [About](https://www.doaneanddoane.com/about): Doane & Doane, P.A a trusted law firm specializing in estate planning, probate, tax planning, and more in West Palm Beach County. Meet our experienced attorney - [What Is The Notice To Creditors?](https://www.doaneanddoane.com/what-is-the-notice-to-creditors): What is the notice to creditors? When a person passes away and they have assets in their own name, there's going to be probate proceedings... - [POST ELECTION ESTATE PLANNING](https://www.doaneanddoane.com/post-election-estate-planning): Americans went to the polls back on November third to cast their votes for the president, senators, and house members. - [What is a living will?](https://www.doaneanddoane.com/what-is-a-living-will): Watch our video and know about what is a living will. For more information, contact us at 561-656-0200. - [CAN I SELL FAMILY ASSETS TO MY FOUNDATION?](https://www.doaneanddoane.com/can-i-sell-family-assets-to-my-foundation): Can I sell family assets to my foundation? There are very strict rules against what's called self-dealing. In fact, the rules are so severe that.... - [CHARITABLE GIVING/CARES ACT](https://www.doaneanddoane.com/can-a-prenuptial/charitable-giving/cares-act): Watch our video and know about the charitable giving/cares act. For more information, contact us at 561-656-0200. - [What Is An Advance Medical Directive?](https://www.doaneanddoane.com/what-is-an-advance-medical-directive): What is an advance medical directive? An advance medical directive is like a health care surrogate. It's a document that you create... - [Am I responsible for my deceased parent or spouse’s bill?](https://www.doaneanddoane.com/am-i-responsible-for-my-deceased-parent-or-spouses-bills): Understand your obligations regarding bills after a parent or spouse's passing. Get insights from estate planning experts. - [How Are Estate Creditors Handled?](https://www.doaneanddoane.com/how-are-estate-creditors-handled): How are estate creditors handled? The personal representative in the state of Florida is charged with the duty of gathering all of the information... - [FAMILY LIMITED PARTNERSHIPS](https://www.doaneanddoane.com/family-limited-partnerships): Watch our video and know about family-limited partnerships. For more information, contact us at 561-656-0200. - [IRREVOCABLE TRUSTS – CAN THEY BE MODIFIED?](https://www.doaneanddoane.com/irrevocable-trusts-can-they-be-modified): With an irrevocable trust, changes can be difficult. But can it be modified? Learn whether this key part of your estate plan is as iron-clad as it sounds. - [CURBSIDE PAPERWORK OPTIONS DURING COVID](https://www.doaneanddoane.com/curbside-paperwork-options-during-covid): Watch our video and know about curbside paperwork options during Covid. For more information, contact us at 561-656-0200. - [SET UP TRUST](https://www.doaneanddoane.com/set-up-trust): Watch our video and know about set up a trust. For more information, contact us at 561-656-0200. - [When should an estate plan be reviewed?](https://www.doaneanddoane.com/when-should-an-estate-plan-be-reviewed): When should an estate plan be reviewed? Life happens to everyone and you should review your estate plan when the major life events occur, like... - [What Should I Do If I Realize That My Parents Do Not Have An Estate Plan In Place?](https://www.doaneanddoane.com/what-should-i-do-if-i-realize-that-my-parents-do-not-have-an-estate-plan-in-place): What should I do if I realize that my parents do not have an estate plan in place? One of the shocking things that I've found in my practice is a lot... - [PROBATE IN THE STATE OF FLORIDA – DON’T GO IT ALONE!](https://www.doaneanddoane.com/probate-in-the-state-of-florida): Watch our video and know about probate in the state of Florida. For more information, contact us at 561-656-0200. - [NEW LEGISLATION THAT COULD AFFECT YOUR ESTATE PLAN – PART 1](https://www.doaneanddoane.com/new-legislation-that-could-affect-your-estate-plan-part-1): Watch our video and know about the new legislation that could affect your estate plan (Part 1). To know more, contact us at 561-656-0200. - [Guardianship Law](https://www.doaneanddoane.com/service/guardianship-law-attorneys-palm-beach-county): Palm Beach County Guardianship Attorney at Doane assists you with your guardianship law matter and estate planning needs. Call our guardianship lawyer Today! - [GRANTOR TRUST – EXPLORING OPTIONS](https://www.doaneanddoane.com/grantor-trust-exploring-options): Gain insights into grantor trusts and explore available options. Trust Doane & Doane for personalized advice and strategic implementation of grantor trusts. - [Can I Be Barred From Medicaid If I Just Moved Into Florida?](https://www.doaneanddoane.com/can-i-be-barred-from-medicaid-if-i-just-moved-into-florida): Can I be barred from Medicaid if I just moved into Florida? If you're actually here as a resident, you've changed your residency... - [What Is The Penalty Period With Medicaid?](https://www.doaneanddoane.com/what-is-the-penalty-period-with-medicaid): What is the penalty period with Medicaid? That's what people commonly refer to as the five-year look-back, but actually, it's not exactly five years... - [ESTATE PLANNING FOR BLENDED FAMILIES](https://www.doaneanddoane.com/estate-planning-for-blended-families): Watch our video and know about estate planning for blended families. For more information, contact us at 561-656-0200. - [Do Life Insurance Or Retirement Benefits Need To Go Through Probate?](https://www.doaneanddoane.com/do-life-insurance-or-retirement-benefits-need-to-go-through-probate): Do life insurance or retirement benefits need to go through probate? Life insurance and IRA's and retirement plans typically don't because they have a... - [How Can I Plan To Avoid Or Minimize Probate?](https://www.doaneanddoane.com/how-can-i-plan-to-avoid-or-minimize-probate): How can I plan to avoid or minimize probate? There's a variety of ways of avoiding probate. For most people, the most sensible, most efficient... - [What happens if I become unable to care for myself?](https://www.doaneanddoane.com/what-happens-if-i-become-unable-to-care-for-myself): Watch our video and know what happens if I cannot care for myself. For more information, contact us at 561-656-0200. - [CAN I AVOID THE GENERATION-SKIPPING TRANSFER TAX?](https://www.doaneanddoane.com/can-i-avoid-the-generation-skipping-transfer-tax): Can I avoid the generation-skipping transfer tax? The generation-skipping tax, GST, is an additional tax on a bequest when you die or a gift during your... - [Are there alternatives to the formal administration of probate?](https://www.doaneanddoane.com/are-there-alternatives-to-the-formal-administration-of-probate): Are there alternatives to the formal administration of probate? Unfortunately, your loved one that died did not set up a revocable living trust... - [What Are Charitable Trusts and How Do They Help With Estate Planning?](https://www.doaneanddoane.com/what-are-charitable-trusts-and-how-do-they-help-with-estate-planning): Watch our video and learn about charitable trusts and how they help with estate planning. For more information, contact us at 561-656-0200. - [MOVING TO FLORIDA – WHAT ABOUT YOUR ESTATE PLAN?](https://www.doaneanddoane.com/moving-to-florida-what-about-your-estate-plan): Relocating to Florida? While your estate planning documents were valid in your home state, it’s important to ensure they’re legal and up-to-date in Florida. - [What Is Ancillary Probate?](https://www.doaneanddoane.com/what-is-ancillary-probate): What is ancillary probate? An ancillary probate in the state of Florida is utilized when a decedent has died as a resident of a different state. - [How Do I Avoid Probate?](https://www.doaneanddoane.com/how-do-i-avoid-probate): How do I avoid probate? One of the main ways to avoid probate in the state of Florida is to create a revocable living trust... - [THE IMPORTANCE OF ESTATE PLANNING](https://www.doaneanddoane.com/the-importance-of-estate-planning): Watch our video and know about the importance of estate planning. For more information, contact us at 561-656-0200. - [What Happens If Someone Objects To The Proposed Action?](https://www.doaneanddoane.com/what-happens-if-someone-objects-to-the-proposed-action): What happens if someone objects to the proposed action? People do object to wills. They object that they think it's not a valid will... - [What Is Necessary To Make A Prenuptial Agreement Valid In Florida?](https://www.doaneanddoane.com/what-is-necessary-to-make-a-prenuptial-agreement-valid-in-florida): What is necessary to make a prenuptial agreement valid in Florida? The rules vary from state to state but nobody would rely just on... - [Video Faqs](https://www.doaneanddoane.com/video-faqs): Find answers to your queries on Probate Law, Advanced Estate Planning, Guardianship Law, prenuptial agreements, and more through our informative video FAQs. - [ESTATE PLANNING DURING THE HOLIDAYS](https://www.doaneanddoane.com/estate-planning-during-the-holidays): Thanksgiving is a time to be grateful for family and friends. It’s also a great opportunity to discuss the future and make sure your estate plans are in place. - [CURBSIDE DOCUMENT SIGNING](https://www.doaneanddoane.com/curbside-document-signing): Watch our video and know about curbside document signing. For more information, contact us at 561-656-0200. - [HOW CAN AN ESTATE PLAN PREVENT A GUARDIANSHIP PROCEEDING?](https://www.doaneanddoane.com/how-can-an-estate-plan-prevent-a-guardianship-proceeding): How can an estate plan prevent a guardianship proceeding? One of the main goals of estate planning is to prevent the need for a guardianship... - [LEGAL ASSISTANCE WITH STATE LAW AND PROBATE](https://www.doaneanddoane.com/legal-assistance-with-state-law-and-probate): Closing an estate can be time-consuming and complex. Legal advice from an experienced attorney familiar with state law and local probate courts can be invaluable - [What Is The Generation-Skipping Transfer Tax?](https://www.doaneanddoane.com/what-is-the-generation-skipping-transfer-tax): What is the generation-skipping transfer tax? The generation-skipping transfer tax, or GST tax, is an additional wealth transfer tax in addition... - [SELECTING A PERSONAL REPRESENTATIVE](https://www.doaneanddoane.com/selecting-personal-representative): Naming someone as your personal representative or successor trustee is like handing over a blank check, says estate planning attorney Rebecca Doane. - [What Does Joint Tenancy With Right of Survivorship Mean?](https://www.doaneanddoane.com/what-does-joint-tenancy-with-right-of-survivorship-mean): Watch our video and know about what does joint tenancy with right of survivorship mean. For more information, contact us at 561-656-0200. - [CAN MY FAMILY OR I ENGAGE IN TRANSACTIONS WITH THE FOUNDATION?](https://www.doaneanddoane.com/can-my-family-or-i-engage-in-transactions-with-the-foundation): Can my family or I engage in transactions with the foundation? Virtually all transactions with one's own foundation are called self-dealing... - [If I create a revocable living trust do I still need a will?](https://www.doaneanddoane.com/if-i-create-a-revocable-living-trust-do-i-still-need-a-will): If I create a revocable living trust, do I still need a will? When you create a revocable living trust, that trust is only as good as the assets... - [What are the income, estate, and gift tax consequences of an asset protection trust made for Medicaid planning purposes?](https://www.doaneanddoane.com/what-are-the-income-estate-and-gift-tax-consequences-of-an-asset-protection-trust-made-for-medicaid-planning-purposes): Watch our video and know about what are the income estate and gift tax consequences of an asset protection trust made for medicaid planning purposes. For more information, contact us at 561-656-0200. - [Jeremy Soffler, J.D.](https://www.doaneanddoane.com/jeremy-soffler): Jeremy Soffler, an attorney with a background in Elder Law, Special Needs Trusts, Trust Administration, and Creditor’s Rights. Learn more about his expertise - [WHY SHOULD I GET A PRENUPTIAL AGREEMENT?](https://www.doaneanddoane.com/why-should-i-get-a-prenuptial-agreement): Why should I get a prenuptial agreement? Prenuptial agreements are important for those with significant assets that you want to keep. - [WHEN IS A GUARDIANSHIP NECESSARY?](https://www.doaneanddoane.com/when-is-guardianship-necessary): When is a guardianship necessary? A guardianship is necessary when you have a loved one or a family member that can no longer take care of themselves... - [Newsletters](https://www.doaneanddoane.com/newsletters): Stay updated with the latest newsletters from Doane & Doane P.A, covering various topics related to estate planning, probate, and more. - [CONTINUING TRUSTS](https://www.doaneanddoane.com/continuing-trusts): Watch our video and know about continuing trusts. For more information, contact us at 561-656-0200. - [Is there a minimum or a maximum amount a private foundation must give away each year?](https://www.doaneanddoane.com/is-there-a-minimum-or-a-maximum-amount-a-private-foundation-must-give-away-each-year): Is there a minimum or a maximum amount a private foundation must give away each year? The general rule is 5% of the value of the assets... - [The Decedent Owed Me Money. How Do I File a Claim Against The Estate?](https://www.doaneanddoane.com/the-decedent-owed-me-money-how-do-i-file-a-claim-against-the-estate): Watch our video and know that the decedent owed me the money. How do I file a claim against the estate? For more information, contact us at 561-656-0200. - [DEALING WITH THE LOSS OF A PARENT](https://www.doaneanddoane.com/dealing-with-the-loss-of-a-parent): Watch our video and know about dealing with the loss of a parent. For more information, contact us at 561-656-0200. - [What Is A Private Annuity Trust?](https://www.doaneanddoane.com/what-is-a-private-annuity-trust): What is a private annuity trust? Watch our video and for more information then contact us today to schedule a free consultation! Doane & Doane – Top-rated Tax & Estate Planning Attorneys. - [ZOOM & THE COURTROOM](https://www.doaneanddoane.com/can-a-prenuptial/zoom-and-the-courtroom): Watch our video and know more about the zoom and the courtroom. For more information, contact us at 561-656-0200. - [What Is A Trustee?](https://www.doaneanddoane.com/trustee): What is a trustee? They are the person that's in charge of the assets of the trust. The trustee can be an individual or it can be a corporate... - [“SNOWBIRDS” AND ESTATE PLANS](https://www.doaneanddoane.com/snowbirds-and-estate-plans): As a snowbird spending winter in the Sunshine State, how does your second home affect your estate planning? It’s important to update your documents accordingly - [NEW LEGISLATION THAT COULD AFFECT YOUR ESTATE PLAN PART 2](https://www.doaneanddoane.com/new-legislation-that-could-affect-your-estate-plan-part-2): Watch our video and know about the new legislation that could affect your estate plan (Part 2). To know more, contact us at 561-656-0200. - [What Is Involved In A Succession Plan?](https://www.doaneanddoane.com/what-is-involved-in-a-succession-plan): What is involved in a succession plan? A succession plan really should try to anticipate everyone in the family's needs, and what is best for the parents. Contact us today to schedule a free consultation! Doane & Doane – Top-rated Tax & Estate Planning Attorneys. - [WHAT IS THE MINIMUM SIZE FOR A FOUNDATION?](https://www.doaneanddoane.com/what-is-the-minimum-size-for-a-foundation): What is the minimum size for a foundation? There's no technically required minimum size, but most people believe if the assets to be put.... - [How Can An Estate Plan Make Things Easier On My Family After I Die?](https://www.doaneanddoane.com/how-can-an-estate-plan-make-things-easier-on-my-family-after-i-die): How can an estate plan make things easier on my family after I die? With a properly prepared estate plan, hopefully, you've set up a revocable living... - [Medicaid](https://www.doaneanddoane.com/service/medicaid): Doane Palm Beach Medicaid planning attorney will assist you with Florida Medicaid, including Medicaid eligibility criteria, benefits, & the application process - [When Should I Appoint a Healthcare Power of Attorney?](https://www.doaneanddoane.com/when-should-I-appoint-a-healthcare-power-of-attorney): View our video to know when you should appoint a healthcare power of attorney or you should have signed somebody that you want to advocate for you with the hospital and the doctors. call us at 561-656-0200 to get help from our lawyers. - [What Is A Qualified Income Trust?](https://www.doaneanddoane.com/qualified-income-trust): What is a qualified income trust? A qualified income trust is a tool to help a person qualify for Medicaid. I don't qualify for... - [What Is An Informal Probate?](https://www.doaneanddoane.com/informal-probate): Get insights into the process of informal probate. Rely on Doane & Doane for expert guidance and assistance in navigating the informal probate procedure. - [What Is A Charitable Remainder Unitrust?](https://www.doaneanddoane.com/charitable-remainder-unitrust): What is a charitable remainder unitrust? hat was a technique. It can have income tax benefits, but oftentimes it's used for estate tax benefits... - [HOW LONG DOES A GUARDIANSHIP LAST?](https://www.doaneanddoane.com/how-long-does-a-guardianship-last): How long does a guardianship last? A guardianship lasts for the duration of the ward's incapacity, which usually in elderly capacitated people... - [Can I Change A Prenuptial Agreement After Marriage?](https://www.doaneanddoane.com/can-i-change-a-prenuptial-agreement-after-marriage): Post-marriage prenup changes? Learn if two parties can modify a prenuptial agreement after marriage and the steps involved in making adjustments. - [Practice Areas](https://www.doaneanddoane.com/practice-areas): We are experienced & well-practiced in Probate Estate Trust Settlements, Wills Trusts, Tax Planning, Advanced Estate Planning, and More. Call our Attorney Today - [Can I Name Alternate Beneficiaries In My Will?](https://www.doaneanddoane.com/can-i-name-alternate-beneficiaries-in-my-will): Can I name alternate beneficiaries in my will? What if you have created a last will and testament, named a beneficiary, and that beneficiary dies.... - [Why should I apply for Medicaid coverage?](https://www.doaneanddoane.com/why-should-i-apply-for-medicaid-coverage): Why should I apply for Medicaid coverage? You should apply if you have some assets that you want to preserve for you or your dependants. - [Can I Make A Handwritten Will If I Do Not Have Much Property?](https://www.doaneanddoane.com/can-i-make-a-handwritten-will-if-i-do-not-have-much-property): Can I make a handwritten will if I do not have much property? Handwritten wills are not recommended as most states don't recognize... - [ASSISTANCE WITH PROBATE](https://www.doaneanddoane.com/assistance-with-probate): Watch our video and know about probate assistance. For more information, contact us at 561-656-0200. - [Press Releases](https://www.doaneanddoane.com/press-releases): Press Releases of Doane and Doane includes South Florida Legal Guide Recognizes and best lawyers in America 2017, 2018 and many more. - [DEATH, TAXES AND PROBATE](https://www.doaneanddoane.com/death-taxes-and-probate): Watch our video and know about death taxes and probate. For more information, contact us at 561-656-0200. - [WHAT SORT OF INVESTMENTS MAY A PRIVATE FOUNDATION MAKE?](https://www.doaneanddoane.com/what-sort-of-investments-may-a-private-foundation-make): What sort of investments may a private foundation make? There are strict rules on foundations investing only in prudent assets... - [Who should establish a family limited partnership?](https://www.doaneanddoane.com/establishing-family-limited-partnership): Who should establish a family limited partnership? Family limited partnerships are vehicles that are utilized to reduce estate tax in large estates... - [SHOULD YOUR BUSINESS BE INCLUDED IN A TRUST?](https://www.doaneanddoane.com/should-your-business-be-included-in-a-trust): Wondering if you should include your business in a living trust? A trust can protect your business assets from personal debts and prevent it from folding. - [What does tenants in common mean?](https://www.doaneanddoane.com/what-does-tenants-in-common-mean): Watch our video and know about what tenants in common mean. For more information, contact us at 561-656-0200. - [How Can A Prenup Protect My Children?](https://www.doaneanddoane.com/how-can-a-prenup-protect-my-children): How can a prenup protect my children? A prenup can make sure that in the event of divorce that significant assets are going to be positioned... - [WHAT IF I THINK THAT THE GUARDIAN IS DOING SOMETHING WRONG?](https://www.doaneanddoane.com/what-if-i-think-that-the-guardian-is-doing-something-wrong): What if I think that the guardian is doing something wrong? If for any reason you are concerned that a guardian is being physically abusive to a ward... - [What does a proper estate plan include?](https://www.doaneanddoane.com/what-does-a-proper-estate-plan-include): Watch our video and know about what a proper estate plan includes. For more information, contact us at 561-656-0200. - [If I am in a nursing home, is it too late to give away my assets and qualify for Medicaid?](https://www.doaneanddoane.com/if-i-am-in-a-nursing-home-is-it-too-late-to-give-away-my-assets-and-qualify-for-medicaid): Learn about asset transfers and Medicaid eligibility when in a nursing home. Trust Doane & Doane for guidance on proper asset management and qualification. - [What are the benefits of a succession plan?](https://www.doaneanddoane.com/what-are-the-benefits-of-a-succession-plan): Watch our video and know about what are the benefits of a succession plan. For more information, contact us at 561-656-0200. - [What Is An Executor (Personal Representative) And What Does The Executor Do?](https://www.doaneanddoane.com/what-is-an-executor-personal-representative-and-what-does-the-executor-do): What is an executor (personal representative) and what does the executor do? In the state of Florida, we don't actually use the term executor, which... - [What are grantor retained annuity trusts?](https://www.doaneanddoane.com/what-are-grantor-retained-annuity-trusts): Watch our video and know about what are grantor retained annuity trusts. For more information, contact us at 561-656-0200. - [CDC RECOMMENDATIONS](https://www.doaneanddoane.com/cdc-recommendations): Watch our video and know about CDC recommendations. For more information, contact us at 561-656-0200. - [What Is A Business Succession Plan And What Will It Accomplish?](https://www.doaneanddoane.com/what-is-a-business-succession-plan-and-what-will-it-accomplish): Discover the importance of a business succession plan and how it can benefit your company. Rely on Doane & Doane for expert guidance in securing your business's future. - [How Does The Generation-Skipping Transfer Tax Affect Me?](https://www.doaneanddoane.com/how-does-the-generation-skipping-transfer-tax-affect-me): How does the generation-skipping transfer tax affect me? If you're a grandchild and you're inheriting from a grandparent... - [WHAT ARE THE TAX BENEFITS OF A PRIVATE FOUNDATION?](https://www.doaneanddoane.com/what-are-the-tax-benefits-of-a-private-foundation): Watch our video and know about what are the tax benefits of a private foundation. For more information, contact us at 561-656-0200. - [REASON TO UPDATE YOUR ESTATE PLAN](https://www.doaneanddoane.com/reason-to-update-the-estate-plan): Watch our video and know about reason to update the estate plan. For more information, contact us at 561-656-0200. - [What Is A Will?](https://www.doaneanddoane.com/what-is-a-will): What is a will? In the state of Florida, a will is a document that directs the probate judge where you want your assets to go when you die... - [ESTATE PLANNING-CARES ACT](https://www.doaneanddoane.com/estate-planning-cares-act): Watch our video and know about the estate planning cares act. For more information, contact us at 561-656-0200. - [Are there ways for me to protect some of my assets and still be eligible for Medicaid benefits?](https://www.doaneanddoane.com/are-there-ways-for-me-to-protect-some-of-my-assets-and-still-be-eligible-for-medicaid-benefits): Are there ways for me to protect some of my assets and still be eligible for Medicaid benefits? This is called Medicaid planning... - [WHAT WOULD YOUR PAST CLIENTS SAY ABOUT YOU?](https://www.doaneanddoane.com/past-clients): What would your past clients say about you? We hear a common refrain: three things mainly. The first and foremost is clients tell us... - [Who may initiate probate?](https://www.doaneanddoane.com/initiating-probate): Who may initiate probate? The person that usually initiates probate is the named personal representative in the decedent's last will and testament... - [How Do I Minimize Estate Taxes?](https://www.doaneanddoane.com/how-do-i-minimize-estate-taxes): How do I minimize estate taxes? That's a big question. There's a lot of techniques. There's basic estate planning, and then... - [What does tenancy by the entirety mean?](https://www.doaneanddoane.com/what-does-tenancy-by-the-entirety-mean): Watch our video and know about what does tenancy by the entirety mean. For more information, contact us at 561-656-0200. - [HOW DOES A PRIVATE FOUNDATION COMPARE TO A DONOR ADVISED FUND?](https://www.doaneanddoane.com/how-does-a-private-foundation-compare-to-a-donor-advised-fund): How does a private foundation compare to a donor advised fund? A private foundation has a lot more flexibility and has some added cost... - [Danielle Wall, C.P.A, MST](https://www.doaneanddoane.com/danielle-wall): Danielle Wall has a broad range of tax experience including big four public accounting, family office, privately held companies, and public corporations. - [GOING THROUGH PROBATE IN MULTIPLE STATES](https://www.doaneanddoane.com/going-through-probate-in-multiple-states): Watch our video and know about going through probate in multiple states. For more information, contact us at 561-656-0200. - [WHAT HAPPENS IF THE EXECUTOR NAMED IN YOUR WILL REFUSES THE ROLE?](https://www.doaneanddoane.com/refusal-of-executor-role): Learn about the process and implications of refusing the executor role. Trust Doane & Doane for expert guidance in navigating executorship decisions. ## Blog Posts - [What Happens if You Die Without a Will in Florida?](https://www.doaneanddoane.com/what-happens-if-you-die-without-a-will-in-florida): Dying Without a Will in Florida: What You Need to Know - [7 Mistakes People Make With Their Wills and How to Avoid Them](https://www.doaneanddoane.com/7-mistakes-people-make-with-their-wills-and-how-to-avoid-them): 7 Common Will Mistakes Families Should Avoid - [Smart and Simple Ways to Reduce Your Tax Bill](https://www.doaneanddoane.com/smart-and-simple-ways-to-reduce-your-tax-bill): Smart Tax Reduction Strategies to Lower Your Tax Bill - [2026 Estate and Gift Tax Changes You Need to Know](https://www.doaneanddoane.com/2026-estate-and-gift-tax-changes-you-need-to-know): Estate and Gift Tax Changes You Need to Know in 2026 - [Understanding wills, living trusts, and living wills: A Complete Guide](https://www.doaneanddoane.com/understanding-wills-living-trusts-and-living-wills-a-complete-guide) - [What Are the Requirements to Apply for Medicaid in Florida?](https://www.doaneanddoane.com/what-are-the-requirements-to-apply-for-medicaid-in-florida): What Are the Requirements to Apply for Medicaid in Florida? - [Florida Lady Bird Deed: Advantages and Disadvantages](https://www.doaneanddoane.com/florida-lady-bird-deed-advantages-and-disadvantages): Florida Lady Bird Deed: Pros, Cons & Benefits Explained - [Everything You Need to Know About Revocable Trusts in Florida](https://www.doaneanddoane.com/everything-you-need-to-know-about-revocable-trusts-in-florida): Revocable Living Trust in Florida:A Complete Guide - [Medicaid Implications for Revocable vs. Irrevocable Trusts](https://www.doaneanddoane.com/medicaid-implications-for-revocable-vs-irrevocable-trusts): Medicaid Implications for Revocable vs. Irrevocable Trusts - [How to Find an Excellent Lawyer: Top Qualities Explained](https://www.doaneanddoane.com/how-to-find-an-excellent-lawyer-top-qualities-explained): How to Find an Excellent Lawyer: Top Qualities Explained - [What Is Probate? 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