South Florida Estate Planning News
Recent Posts and Articles
Practical Estate Planning Strategies When Letting Go Is Hard
Letting go of belongings can be hard. After all, our homes are filled with more than furniture, dishes, papers, and keepsakes. They are filled with memories. That old rocking chair may remind you of your grandmother.A set of dishes may bring back years of holiday meals.A box of children’s artwork…
What To Do With All The Stuff?
The Great Stuff Transfer You may have heard of the “Great Wealth Transfer”—the enormous amount of wealth expected to pass from older generations to younger ones over the next couple of decades. But there is another transfer happening too. It is not just money, investments, and real estate being passed…
Can AI Create My Estate Plan?
Yes — But It Can’t Replace a Real Attorney If you’ve ever asked ChatGPT, Claude, Gemini, or another AI tool a legal-sounding question and received a surprisingly polished answer, you’re not alone. AI can be impressive. It can explain complicated topics in plain English, organize information quickly, and help you…
Celebrating Alejandra Conejo, Esq.
Andrea L. Jakob, P.A. is proud to celebrate an important milestone in Alejandra’s professional journey. Alejandra Conejo, Esq. first served as a valued member of our client care team before choosing to pursue her legal education. After earning her J.D. from Nova Southeastern University Shepard Broad College of Law in…
Andrea L. Jakob Featured in Our Town Davie Magazine
Andrea L. Jakob, Esq., founder of Andrea L. Jakob, PA, has been featured in Our Town Davie magazine, highlighting her commitment to helping South Florida families protect the people they love through thoughtful, personalized estate planning. The feature story captures what has guided Andrea’s work since she founded the firm…
The “No-Drama” Parent Conversation- 3 Questions to Ask ASAP
If you’re an adult child with aging parents, you’ve probably had this thought at least once: “If something happened… would I even know what to do?” Not in a spooky, morbid way—more in the real-life way. Like: Where are the documents? Who do I call? What needs to happen first?…
What is the Greatest Risk to Family Financial Stability?
The Overlooked Risk in Every Estate Plan: Disability Disability is often treated as a remote possibility, something that happens to other people. Yet one of the most persistent blind spots in planning conversations is disability risk. Disability is not limited to conditions that we are born with. It can arise…
Should I Leave a Family Member Money if They are on Disability Benefits?
Helping a loved one financially could accidentally cost them their benefits—unless it’s planned correctly. When someone you love has a disability, estate planning takes on a deeper meaning. It’s not just about passing down assets — it’s about making sure your loved one is supported, protected, and cared for long…
MYTHS & FAQs (Real Estate + Estate Planning)
Estate Planning Myths About Real Estate (What Homeowners Get Wrong) Think adding your child to your deed avoids probate? Think again. Learn the biggest estate planning myths about real estate—and the risks behind them. There’s a lot of misinformation when it comes to property and estate planning. Let’s clear up…
How to Own Real Estate
How to Own Your Real Estate Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may own. The ideal form of ownership varies depending on the type of property and your individual circumstances. Your Primary Residence How you…
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