006: How to Decide Between a Will and a Trust in Florida – Part 1

Wills and trusts are often treated like simple checkboxes, but the reality is far more nuanced. In this episode of Life, Legacy & Wealth, Tom Moss breaks down how Florida residents should really think about wills versus trusts, and why the “right” choice depends on far more than estate size. Tom explains how incapacity planning, beneficiary structure, asset types, and family dynamics all factor into building an effective plan.

Tom brings decades of practical experience helping families navigate probate, estate administration, and long-term planning. He cuts through common myths, explains why a will does not avoid probate, when trusts are overused, and how real-world complications like out-of-state property, special needs beneficiaries, or strained family relationships can change everything.

If you’ve ever wondered whether you truly need a will, a trust, or something more tailored, this conversation offers clear, grounded guidance to help you plan with confidence.

In this episode, you will hear:

  • Why a will does not avoid probate in Florida
  • How trusts work during life and after death
  • Common myths about wills, trusts, and probate
  • Key factors that determine whether a trust is necessary
  • How beneficiary designations can help or create problems
  • Planning for incapacity, not just death

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