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The landscape of trust administration and estate planning in Florida is changing rapidly in 2025, with new laws and federal tax shifts poised to impact how trustees manage and protect assets. For trustees, beneficiaries, and families alike, understanding these changes is essential to ensure compliance, optimize tax outcomes, and uphold fiduciary duties. Here’s what you need to know about the latest developments affecting Florida trusts in 2025.

Estate planning is about more than just dividing assets; it’s about ensuring your family’s future security, minimizing conflict, and honoring your wishes long after you’re gone. Choosing the right trustee is central to this process. For many Florida families, appointing a law firm as trustee offers a unique level of peace of mind, thanks to professional expertise, objectivity, and a commitment to long-term stewardship. This post explores how a law firm trustee can safeguard y

The world of trust administration is undergoing a dramatic transformation, driven by rapid advances in technology. For Florida families and fiduciaries, this digital evolution means greater efficiency, transparency, and security in managing estates and administering trusts. From artificial intelligence (AI) and automation to secure digital platforms and new state laws, technology is reshaping every aspect of trust administration. Here’s how these changes are impacting Florida