South Florida Estate Planning News

Single? You Still Need an Estate Plan

Estate planning is just as important for single people as it is for couples and families. Estate planning allows you to ensure that your property will go to the people you want, in the way you want, and when you want. If you do not have an estate plan, the state will decide who gets your property and who will make decisions for you should you become incapacitated, and these aren’t necessarily the choices you would have wanted. Contact me at 954-515-0101 to find out what estate planning documents you need to assure your wishes will be carried out and those you care about will be protected.

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How does an LLC Really Work?

The limited liability company (LLC) is a popular business structure for new businesses, but what does it really mean to own an LLC? It can provide unique opportunities to customize business ownership to fit your specific needs and circumstances. Here is what you should know about LLC ownership.

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A Way Your Will Can Become Useless, Or Close to It

5 Ways Your Will Can Become Useless, Or Close to It

While wills do not have expiration dates, certain changes can render them useless. When this happens, having an out-of-date will can be the same as having no will at all. It is important to review your will periodically to ensure it still does what you want. We examine five ways your will can become out-of-date

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Asset Protection

ASSET PROTECTION

Business owners and entrepreneurs must use asset protection strategies to minimize risk to personal assets from creditor’s claims and litigation. Here a a few strategies to use to protect your assets!

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Covid-19 protection in the office

Meeting during the Covid-19 crisis

Some exciting news that I want to share — we will be able to meet in our office- in person — very soon! I am still social distancing, so Zoom meetings and “Drive-By” signings are still available — but we are making progress!

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IRA Savings

A Bit of Relief for Retirement Account Owners

The coronavirus pandemic caused the stock market to tumble, depleting many retirement accounts. RMDs for this year would be based on the value of the account at the end of 2019, when the account likely had more money in it because the stock market was at a high point. Although the market has rallied somewhat, it still isn’t back to where it was at the end of 2019.

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Spare your Heirs Undue Stress

Organize your wishes so your heirs don’t have undue stress.

Open to download my Ultimate Organizer PDF so that your family will have less stress during a very stressful time.

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Senior man and woman couple embracing at sunset or sunrise on a deserted tropical beach. They relay in Jakob Legal for Probate

Five Common Mistakes with “DIY” (Do It Yourself) Estate Plans

A DIY estate plan can lead to a false sense of security because it may not achieve what you think it does. If your DIY will is not valid, your property and money will go to heirs specified by state law—who may not be the people you would have chosen. An unfunded trust will be ineffective.

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Contesting a Will

How to Protect Your Will From Unhappy Relatives

Will contests should be avoided at all costs. Not only can a contest derail your final wishes, but it can also rapidly deplete your estate and wreak emotional havoc on the family members left behind. Fear not. With proper planning, you can prevent that from happening.

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Don't social distance your family from important matters

Don’t Risk it: Protect Your Finances From Coronavirus Complications

While feeling healthy, individuals should plan ahead now and ensure that someone will take care of their financial duties by setting up a Financial Power of Attorney.

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Get The Ultimate Life Organizer

There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!

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