Homestead Waivers - When, Why, and How do they Work?

I serve on a committee within the RPPTL Section of the Florida Bar which deals with homestead issues.  Effective July 1, 2018, there is a new option for Florida estate planning attorneys when dealing with the complex benefits and restrictions for Florida Homestead owned by a married person. I serve on the committee with Jeff Baskies.  We teamed up to write an Article in the Florida Bar Journal to provide some insight into this new tool, including when to use it, why it is helpful, and how it is implemented.  Like so many features of a Florida estate plan, the new tool requires careful consideration before implementation.

https://www.floridabar.org/the-florida-bar-journal/homestead-planning-under-floridas-new-safe-harbor-statute/