In 2026, estate tax exemptions drop, SECURE Act 2.0 alters IRA rules, and Florida laws impact planning. Jacksonville families should update trusts, gifting, ABLE accounts, and business succession now.
This guide outlines key estate planning tools in Northeast Florida—wills, trusts, powers of attorney, healthcare directives, guardianship, business succession, and asset protection—to safeguard family legacy and ease probate.
Avoid common Florida estate planning mistakes: update beneficiary designations, properly fund trusts, understand homestead laws, avoid probate, review plans regularly, and address blended family needs.
