South Florida Estate Planning News
Recent Posts and Articles
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
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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…
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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…
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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…
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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…
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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…
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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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Spring Clean your Estate Plan: Use a Human, Not AI
As spring blossoms, it’s a perfect time to refresh and renew various aspects of your life, including your estate plan. You might be curious about using artificial intelligence (AI) or platforms such as Legal Zoom, Rocket Lawyer, Estate Plan templates or similar online services to write your plan. While “DIY…
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Money Isn’t Everything In Estate Planning
How to Pass Your Stories and Values to Future GenerationsMoney and property may be the most discussed types of wealth that a person owns, but theriches of their experience and wisdom can mean even more to loved ones down the line.Reinforcement of family traditions can be built into your estate…
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How to Transfer Football Season Tickets
What You Need to Know About Transferring Your Season Tickets In many parts of the United States, football is more than just a sport—it’s a way of life and a passion shared across generations. While fans often pass down their love for an NFL or college football team to their…
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