South Florida Estate Planning News
Recent Posts and Articles
Newlywed Estate Planning Essentials
When starting a new marriage, there is much to think about: communication, living conditions, holiday plans, financial stability, and the wedding itself. However, something often overlooked by new spouses is the importance of creating an estate plan. It can be hard to think about what would happen if your spouse became ill, incapacitated, or worse, but an estate plan can ease those difficult times. An estate plan typically includes a will or trust, but the most important documents for a new couple are Health Care Directives and Powers of Attorney.
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What You Can Learn from the Leno Conservatorship Proceedings
Here are key lessons from the Lenos’ experience: 1. Spouses Can’t Automatically Step In: Many believe that being married means their spouse can automatically manage their finances or healthcare decisions if they become incapacitated. This isn’t true. After turning 18, no one, not even a spouse, can manage these affairs without prior consent (through estate planning documents) or court involvement.
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Planning a Barbecue Is Like Planning Your Estate
Memorial Day weekend signals the beginning of summer and backyard barbecues. Although a cookout may be casual, good planning is crucial. This is true for estate planning, too. A little planning goes a long way to prevent leaving you and your loved ones in a pickle: The Menu – What…
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Estate Planning Q&A
Watch Andrea chat with a financial advisor to discuss common questions about estate planning and to answer various misconceptions. She discusses the of necessary documents for everyone to have, not just those with large “estates” with real-life examples of what can go wrong without plans in place. She says “it…
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Jakob Legal Celebrates Andrea L. Jakob, Esq.’s Appointment as Chair of Estate Planning Law for Lawyers of Distinction’s 2024 National Advisory Board
Jakob Legal is thrilled to announce the appointment of our founding attorney, Andrea L. Jakob, Esq., as the Chair of Estate Planning Law for the 2024 National Advisory Board of the prestigious Lawyers of Distinction. This appointment underscores her exceptional expertise and leadership in the field of estate planning. Lawyers…
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Details that TV and Movies Get Wrong
Although television and movies are entertaining with their conflicts and cliffhangers, Real-life estate administration is less dramatic than Hollywood would have you believe
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Secure the Well-being of Our Children
While finding the time during our busy lives may be challenging, having a well-thought-out and carefully drafted plan to protect our children is essential! Trusts offer a unique opportunity to leave a lasting impact on our children’s lives.
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Andrea L. Jakob, Esq. Was Honored as an Exceptional Women of Broward by Our City Media Celebrating Women’s History Month
Andrea L Jakob, Esq., founder of Andrea L Jakob PA, is delighted to announce her acknowledgment as one of Broward’s exceptional women for April, 2024. This esteemed recognition celebrates Andrea’s remarkable contributions to the community, including speaking engagements throughout the County, supporting local charities and as a regular contributor to…
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My Tax Quiz: How Much Do You Know About Estate Taxes?
Many folks are not familiar with how estate tax works and whether they would have to pay inheritance taxes. Take my quiz to see how much you know. True or False: Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in…
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Protect your Loved Ones this February
Today, it is common for adults to be in long-term committed relationships but be unmarried. If you have a life partner and are unmarried, it is imperative that you have an estate plan if you want your partner to receive your money or property at your death or if you want them to make financial or medical decisions on your behalf if you are alive but unable to make your own decisions. If you rely on your state’s laws, an unmarried partner will likely receive nothing at your death and will have no authority to make decisions on your behalf.
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