South Florida Estate Planning News
Recent Posts and Articles
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…
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
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.
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
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…
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) 📝…
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…
Planning with Blended Families
National Stepfamily Day: Planning With Blended Families in Mind (September 16) Happy National Stepfamily Day to everyone who celebrates! With family structures evolving, there’s a good chance you’re part of a step/blended/“bonus” family—or you love someone who is—making September 16 a perfect time to celebrate and to plan. At its…
Estate Planning Secrets: Keeping Your Family Out of the Spotlight
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 Nellie can simply go to the courthouse or…
Help! This Probate Is Taking Forever!
When Sarah’s dad passed away, she thought things would be simple. Her dad had a will, and Sarah and her brother were the only kids. She figured they’d take care of some paperwork, pay off a few bills, and be done in a few months. But months later, Sarah found…
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