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…
What To Do With All The Stuff?
The Great Stuff Transfer You may have heard of the “Great Wealth Transfer”—the enormous amount of wealth expected to pass from older generations to younger ones over the next couple of decades. But there is another transfer happening too. It is not just money, investments, and real estate being passed…
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…
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
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…
Mastering Asset Protection with Insurance
When most people think about estate planning, they picture wills, trusts, and taxes. But one of the easiest ways to protect what you’ve worked hard to build—your home, your savings, your business—is often overlooked: insurance. Even with rising costs and shifting coverage, insurance remains the foundation of financial protection. Here’s…
Surprise! You Can’t Easily Disinherit Your Spouse
Believe it or not, it is not easy to disinherit your spouse in the United States. In many states and the District of Columbia, you cannot intentionally disinherit your spouse unless your spouse agrees to receive nothing from your estate in a prenuptial, postnuptial, or other marital agreement. However, the same is…
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…
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…
What Type of Trust Do I Need?
Not Only for the Rich and Famous The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more…
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