FL estate risk

Complexity triggers in Florida

Scenarios that increase estate risk, such as blended families or multi-state property.

Florida homestead rules limit who can inherit the primary residence, and the surviving spouse has a statutory elective share.

Which situations create the most risk here?What types of families face higher default exposure?Where do disputes most often arise?

At a glance

Key takeaways

Homestead property is subject to special devise restrictions when a surviving spouse or minor child exists.
A surviving spouse may elect to take a statutory share of the elective estate.

Questions to consider

State overview

Florida homestead rules limit who can inherit the primary residence, and the surviving spouse has a statutory elective share.

Homestead property is subject to special devise restrictions when a surviving spouse or minor child exists.
A surviving spouse may elect to take a statutory share of the elective estate.

Sources

Background sources

National sources provide baseline context; state statutes and court rules control in Florida.

Optional next steps

Educational resources only. No forms and no legal advice.

Context links

Understand death-risk context for Florida

LifeRiskIQ gives broader mortality context that can help frame when estate planning becomes more urgent.

Understand retirement-risk context for Florida

RetirementRiskIQ explains how asset growth and longevity can increase estate complexity over time.

Review federal estate tax basics

IRS guidance on federal estate tax thresholds, filings, and definitions.