South Florida Estate Planning News
Recent Posts and Articles
Summer is Here! Teachers Should Know About These Benefits
As a teacher, you spend your days caring for students, managing a classroom, and keeping everything moving. With so much on your plate, estate planning can be easy to put off. But estate planning is not just for people with a lot of money. It is about making sure the…
Too Late to Plan?
What Families Can Do When Dementia Has Progressed Many families look back and say the same heartbreaking thing: “We thought we had more time.” At first, the signs may have seemed small. Missed appointments. Repeated questions. Bills left unopened. A little confusion here and there. But now things have changed.…
The Window of Opportunity: Legal Steps to Take When You First Notice Memory Problems
When someone you love starts forgetting familiar names, missing bills, or getting confused in places they know well, it is easy to explain it away—but it may also be time to quietly and lovingly take action. You may have noticed the signs for months. Mom is repeating the same question.…
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…
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 Biggest Risk Estate Plans Ignore?
Estate Planning Isn’t Just About Death—Here’s Why 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. Comprehensive estate planning is not solely focused around death; it is also about preserving autonomy…
National Regifting Day: What Parts of Your Estate Plan Can You “Exchange”?
Every holiday season, there’s at least one gift that quietly ends up in the closet… or the re-gift pile. Maybe it’s the sweater that itches, the kitchen gadget you’ll never use, or the office White Elephant disaster that keeps resurfacing. National Regifting Day (the Thursday before Christmas) is a lighthearted…
Holiday Fun Facts
Holiday Fun Facts (That Double as Estate Planning Conversation Starters) Picture this: the house is decorated, the food is in the oven, and the family is finally under one roof. It’s the perfect time for… an argument about who gets Grandma’s china. Let’s avoid that. You don’t have to bring…
A Simple Guide for Business Owners Thinking About Retirement
Business Owner Retirement: Employee-Based Succession Planning: MBOs and ESOPs Explained After years of pouring your energy, passion, and grit into building a successful business, the idea of handing over the reins can feel both thrilling and a little nerve-racking. But what if your exit strategy could reward the very people…
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…
Get The Ultimate Life Organizer
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!
