South Florida Estate Planning News

Not Only for the Rich and Famous The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people...

Often, trust beneficiaries are confused about how and when they receive their funds. They may not know what they are entitled to or how to...

Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you...

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...

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...

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...

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/