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Are “Unequal Inheritances” inherently unfair?

June 20, 2022

Not all adult children are always treated equally upon their parent’s passing. Quite often I’m asked the question regarding the best way to leave children an unequal inheritance (unequal portions of an estate).  It isn’t always a question of an unequal inheritance; sometimes it is a question of what is…

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What Is A Personal Representative And How Should I Choose One?

May 31, 2022

If you’re working on your estate plan, one of the most important steps is determining who will be the Personal Representative (Executor) of your estate. It’s an important choice – maybe you’ve read stories of some Personal Representatives behaving badly and wish to avoid that. You don’t want to make…

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13 Estate Planning Terms You Need to Know

May 19, 2022

Estate planning is not just for the wealthy, it is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes so you can pass more wealth onto your family members, and stating how and to whom you would like to pass your estate on to when you pass away.

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What Happens If You Die Without A Will In Florida?

April 15, 2022

In Florida, if a person dies without a will, their property will then pass on to their nearest relatives through the Florida intestate laws. These laws outline a strict formula that judges use to distribute the assets of the deceased to their family members. This is done to help avoid…

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Different Types Of Florida Trusts And When You Might Need Them

April 4, 2022

A trust is a legal document that can be created during a person’s lifetime and survive upon that person’s death. There are several types of trusts that can be established based upon that person’s needs or the needs of their surviving heirs. Understanding the different types of trusts and their…

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When Should You Start Estate Planning?

March 6, 2022

Contrary to popular belief, Estate Planning isn’t about who gets your stuff when you die.  Yes, many times we often worry about what will happen to our assets and wonder who will get them.   While this question is not fun to think about, it is an essential one to…

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Make Your New Year’s Resolution Early…

November 17, 2021

An “Estate Plan” contrary to popular belief, is not necessarily for those with mega millions. Anyone from an Uber driver to the Uber wealthy need to make sure those they love are able to access needed information if you are temporarily or permanently incapacitated or have passed.

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How to Protect Your Family’s Financial Risk

October 20, 2021

Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments.  Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.

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Responsibilities of Successor Trustees

June 23, 2021

Many people becoming trustees for the first time have asked questions such as “What is a trust?” or “What taxes must I pay as a trustee?” or “Am I required to file annual reports with a court?” Most people have had little experience with trusts.

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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

Be Very Careful using an Online Power of Attorney

June 3, 2021

As an attorney, I make sure that these mistakes do not occur.  An online form is just a piece of paper, and if any mistakes are made, the family will feel it for years to come.  Take a look at my post regarding POAs and the top 10 reasons you need an attorney to prepare one! 

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