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Spring Clean your Estate Plan: Use a Human, Not AI

March 26, 2025

As spring blossoms, it’s a perfect time to refresh and renew various aspects of your life, including your estate plan. You might be curious about using artificial intelligence (AI) or platforms such as Legal Zoom, Rocket Lawyer, Estate Plan templates or similar online services to write your plan. While “DIY…

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Caution: Your Traditional Asset Protection Plan May Fail

March 25, 2025

You might be surprised to learn that asset protection planning has been around for a long time, and you’ve likely already engaged in it. In fact, you probably have one or more traditional asset protection plans in place. However, these plans may not be enough to fully protect you and…

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The Trust Protection Myth

March 17, 2025

Many people believe that once they set up a revocable living trust and change the ownership of their accounts and property from themselves as individuals to their trust, those accounts and property are protected from lawsuits. This is not true.  While trusts commonly protect a beneficiary’s inheritance, few trusts protect…

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Women’s History Month

March 17, 2025

I am so proud to be recognized alongside other incredible women for Women’s History Month! What an honor! https://ourcitymedia.com/exceptional-women-of-broward-andrea-jakob/

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IRA Savings

3 Asset Protection Tips You Can Use Now

March 10, 2025

A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that could crush your finances.…

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Do Your Frequent Flier Miles Expire When You Do?

March 7, 2025

Having just returned from a conference on the west coast, I had plenty of time and gave a lot of thought to all of my accumulated frequent flier miles.  As an estate planning attorney, I decided to investigate airlines current policies as to what happens to those miles after someone…

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Important Legacy Questions You Should Answer in Your Estate Plan

March 4, 2025

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan.…

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5 Things to Talk About With Your Family

February 26, 2025

You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles. Most families lead busy lives, with…

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Money Isn’t Everything In Estate Planning

February 20, 2025

How to Pass Your Stories and Values to Future GenerationsMoney and property may be the most discussed types of wealth that a person owns, but theriches of their experience and wisdom can mean even more to loved ones down the line.Reinforcement of family traditions can be built into your estate…

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Show Your Love This Valentine’s Day

February 9, 2025

Valentine’s Day is a time to show love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and in the future. Estate planning isn’t just about who gets what—it’s about ensuring your life’s work passes smoothly to those you love. Show your family your love by choosing what to include and what NOT to include in your estate plan!

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