South Florida Estate Planning News
Recent Posts and Articles
Join Me at the Alvin Sherman Library on October 28
Join Andrea L. Jakob, Esq. on Wednesday, October 28, 6:00 to 7:30 pm at NSU’s Alvin Sherman Library or on Zoom, for a talk on estate planning mistakes that lead to probate.
Dolly Parton Had No Children. So Who Gets Everything?
Dolly Parton had no children. If you don’t either, here’s who inherits under Florida law, who takes charge, and the questions your plan should answer.
Welcoming Sarah Moses, Esq. to Andrea L. Jakob, P.A.
Andrea L. Jakob, P.A. is pleased to welcome Sarah Moses, Esq., who has joined our firm as an associate attorney. Sarah practices primarily in estate planning and probate administration, and we’re glad to have her working alongside our team and with the families we serve. Sarah has called Florida home…
Remarried in Florida? What Happens to Your Estate Plan and Your Children’s Inheritance
Estate planning for blended families in Florida. If you remarry and change nothing, three rules can change what your will or trust leaves your children.
What do I do with an inheritance?
A Windfall and a Target: A Financial Windfall Can Be a Blessing—If You Plan for It A financial windfall sounds like nothing but good news. It may come from an inheritance, the sale of a business, a lawsuit settlement, a successful investment, real estate appreciation, or even a lottery win.…
What do I do After My Spouse Dies?
Navigating Chaos After a Spouse’s Death Your estate plan was built around two people. After the loss of a spouse, it needs to be rebuilt around one. You and your spouse planned a life together. You may have bought a home, raised children, saved for retirement, named each other in…
Because life does not stand still.
Stay in touch and in the know.Life is constantly changing—your estate plan should keep up. Sign up for monthly tips, updates, and practical reminders to help you stay informed, prepared, and protected. Join our monthly newsletter for simple estate planning tips, helpful reminders, and updates to help you protect the…
Complete Legacy Organizer
My Life & Legacy Organizer is a guided step-by-step workbook designed to help you bring order to the details your family would need most. As both a life organizer workbook and an estate planning guide, it walks you through accounts, contacts, routines, and the information that keeps a household running…
Seven Estate Planning Traps Most People Miss
Think back to your life seven years ago. Were the same people in your life? Did you have the same assets? The same accounts? The same family situation? The same wishes? Your estate plan may still be legally valid — but that does not mean it still fits your life.…
Summer is Here! Teachers Should Know About These Benefits
As a teacher, you spend your days caring for students, managing a classroom, and keeping everything moving. With so much on your plate, estate planning can be easy to put off. But estate planning is not just for people with a lot of money. It is about making sure the…
Get The Ultimate Life Organizer
Download the free 21 page version by filling out our form below. For a more detailed planning tool, the full 117-page My Life & Legacy Organizer is available for purchase on Amazon.
