South Florida Estate Planning News
Recent Posts and Articles
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…
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…
Val Kilmer: Lessons From His Life and Legacy
A Public Life, A Private Death. Private Estate Plan The passing of actor Val Kilmer in April 2025 brings attention to estate planning issues that affect far more than just celebrities. While Kilmer was a public figure, the challenges his estate faced—such as managing real estate in multiple states, handling…
George Foreman: 12 kids, But Whose Counting?
“You can have an ex-wife, but never an ex-child” George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and father to a dozen children. Unlike many celebrities, Foreman was considered relatable and connected to his audience. But beyond the fortune and…
Regis Philbin: Blended Family, Big Heart, & Clear Plans
From Game Shows to Estate Plans: Insights we can Learn from Regis Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions of homes for decades. By the time he retired from his show Live with Regis and Kelly in 2011, he…
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!
