South Florida Estate Planning News
Recent Posts and Articles
Pride Month & Estate Planning in Florida: Planning for Every Family
Pride Month is a time to celebrate progress, community, and identity. It’s also a time to take stock of where things stand—especially here in Florida, where laws affecting LGBTQ+ individuals are still evolving. As an estate planning law firm in Florida, we help LGBTQ+ clients take control of their future…
Are You Saving Enough to Truly Enjoy Retirement?
Concerned About Retirement? Here’s What You Can Do Now Retirement should be a time to enjoy the results of your hard work—not a source of stress or uncertainty. Unfortunately, many Americans are unsure if they will have enough saved to retire comfortably. Here are five steps you can take today…
Running a Business with Your Spouse? Here’s How to Stay on Track—At Work and at Home
Running a business with your spouse can be incredibly rewarding—but let’s be honest, it’s not always easy. You live together, work together, and probably spend most of your free time together too. With that kind of closeness, it’s important to find balance, both personally and professionally. Here are a few…
Jakob Legal Named Best Estate Planning Attorneys in Weston
We are honored to be recognized in Our City Media’s Best of Weston magazine as the best estate planning attorneys Weston! See what they had to say about us below. With over 30 years of experience and a steadfast commitment to client care, Andrea L. Jakob, PA has earned the…
Your Digital Legacy
What Happens to Your Social Media Accounts When You Die?
Your digital life—photos, emails, cloud files, and social media—needs the same protection as your home or bank account. Under Florida’s Fiduciary Access to Digital Assets Act, your loved ones can access your online accounts only if your estate plan says so.
At Andrea L. Jakob, PA, we help you create a modern estate plan that covers everything—including your digital legacy.
📲 Discover what platforms like Facebook, Google, and LinkedIn do when a user dies, and how you can take control now.
How to Parent a Recent Graduate or Young Adult
In honor of May’s flowers, Graduations and Mother’s Day, I’d love to share one of my favorite checklists for parents who have a new graduate in the family! The rules of parenting change completely once your child turns 18. They may still be financially dependent on you, but suddenly they…
Creative Uses for Life Insurance
A recent study by two non-profits found that a record 102 million American adults either lack life insurance or don’t have enough coverage. Misunderstandings about costs and types of policies are major barriers. Even those with life insurance often don’t realize how it can support their financial and estate planning goals.…
Vacation Time, What Could Go Wrong?
July is here and it is the perfect time to travel away from the heat and humidity of South Florida. It is also the perfect time to make sure you have planning in place for those unfortunate and life-changing events that can happen while you are away. Last summer, Jane…
How Do You Want to Leave Your Money Behind?
Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can…
FAMILY CONFLICT?
Myths and Frequently Asked Questions: Planning for Conflict-Prone Families Myth 1: My spouse and I had our estate plan prepared 20 years ago. We don’t have to worry about anything until one of us passes away. Fact: Estate planning is not a one-and-done event. By not updating your estate plan…
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Download the free 21 page version by filling out our form below. For a more detailed planning tool, the full 117-page My Life & Legacy Organizer is available for purchase on Amazon.
