South Florida Estate Planning News
Recent Posts and Articles
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…
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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…
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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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Retirement Planning for Business Owners
Business owners often devote years of time, energy, and money into building their companies, sometimes assuming the business itself is the retirement plan. While your business may be a valuable asset, relying on it as your only source of retirement income can be risky. Retirement planning looks very different when…
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Who Runs Your Business If You Can’t? The Essential Guide to Planning Ahead
Life doesn’t warn us before it interrupts our plans. If you’re a business owner, even a few weeks away — whether due to illness, travel, or unexpected emergencies — can cause real disruption
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When a Spouse Dies: Legal and Financial Steps for Florida Trusts and Estates
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
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Florida Lady Bird Deeds Explained: Keep Control, Keep Your Home, and Avoid Probate
If you want your Florida home to pass smoothly to your family without court involvement, learn how a Lady Bird (Enhanced Life Estate) Deed works
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Is Probate Private?
We all have a nosy neighbor, like Nellie. Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy neighbor…
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Plan Now, Breathe Later: Your Aging Roadmap
What to do and When As we (or our parents) get older, the best gift we can give the family is clarity. Here’s a simple, no-stress roadmap for what to do, when to do it, and when to bring in an estate planning/elder law attorney. Start Now (Any Age) 📝…
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From Weston Neighbor to Trusted Planner
Featured September 2025 Article | Our City Weston Magazine Being featured by Our City is a meaningful nod to what matters most here: clear, customized planning. At Andrea L. Jakob, PA, we go beyond documents—designing wills, trusts, powers of attorney, and deeds that protect assets, preserve harmony, and prepare the…
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