South Florida Estate Planning News
Recent Posts and Articles
MYTHS & FAQs (REAL ESTATE + ESTATE PLANNING)
Estate Planning Myths About Real Estate (What Homeowners Get Wrong) Think adding your child to your deed avoids probate? Think again. Learn the biggest estate planning myths about real estate—and the risks behind them. There’s a lot of misinformation when it comes to property and estate planning. Let’s clear up…
HOW TO OWN YOUR REAL ESTATE
How to Own Your Real Estate Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may own. The ideal form of ownership varies depending on the type of property and your individual circumstances. Your Primary Residence How you…
Why Title Matters
How Property Title Affects Your Estate Plan (and What Most Homeowners Get Wrong) Most homeowners assume that once they buy property, everything is set. But the reality is this:The way your property is titled controls what happens to it—during your life and after you pass away. It affects: Common Ways…
What is the Biggest Risk Estate Plans Ignore?
Estate Planning Isn’t Just About Death—Here’s Why Disability is often treated as a remote possibility, something that happens to other people. Yet one of the most persistent blind spots in planning conversations is disability risk. Comprehensive estate planning is not solely focused around death; it is also about preserving autonomy…
Andrea L. Jakob, PA Named Best Estate Planning Attorney in Our City Best of Plantation 2026
We are proud to share that Andrea L. Jakob, PA has been named Best Estate Planning Attorney in the Our City Best of Plantation 2026 issue. This recognition means a great deal to our team, and we are deeply grateful to the clients, colleagues, and community members whose trust and…
Andrea L. Jakob Honored as an Exceptional Woman of Broward
March is Women’s History Month, a time set aside to celebrate the achievements and contributions of women throughout history and in our communities today. It feels especially fitting to share some exciting news this month. Andrea L. Jakob, founder of Andrea L. Jakob, PA, has been recognized as an Exceptional…
Who Are My Caregivers?
Most people assume they know who will step in for them if they ever need help. A spouse. A child. A sibling. Someone who loves them. Your Future Caregivers May Not Be Who You Think They Are But love alone is rarely enough.Across the country, more than 60 million Americans…
National Regifting Day: What Parts of Your Estate Plan Can You “Exchange”?
Every holiday season, there’s at least one gift that quietly ends up in the closet… or the re-gift pile. Maybe it’s the sweater that itches, the kitchen gadget you’ll never use, or the office White Elephant disaster that keeps resurfacing. National Regifting Day (the Thursday before Christmas) is a lighthearted…
Holiday Fun Facts
Holiday Fun Facts (That Double as Estate Planning Conversation Starters) Picture this: the house is decorated, the food is in the oven, and the family is finally under one roof. It’s the perfect time for… an argument about who gets Grandma’s china. Let’s avoid that. You don’t have to bring…
A Simple Guide for Business Owners Thinking About Retirement
Business Owner Retirement: Employee-Based Succession Planning: MBOs and ESOPs Explained After years of pouring your energy, passion, and grit into building a successful business, the idea of handing over the reins can feel both thrilling and a little nerve-racking. But what if your exit strategy could reward the very people…
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