South Florida Estate Planning News
Recent Posts and Articles
Caution: Your Traditional Asset Protection Plan May Fail
You might be surprised to learn that asset protection planning has been around for a long time, and you’ve likely already engaged in it. In fact, you probably have one or more traditional asset protection plans in place. However, these plans may not be enough to fully protect you and…
Read More
The Trust Protection Myth
Many people believe that once they set up a revocable living trust and change the ownership of their accounts and property from themselves as individuals to their trust, those accounts and property are protected from lawsuits. This is not true. While trusts commonly protect a beneficiary’s inheritance, few trusts protect…
Read More
Women’s History Month
I am so proud to be recognized alongside other incredible women for Women’s History Month! What an honor! https://ourcitymedia.com/exceptional-women-of-broward-andrea-jakob/
Read More
3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that could crush your finances.…
Read More
Do Your Frequent Flier Miles Expire When You Do?
Having just returned from a conference on the west coast, I had plenty of time and gave a lot of thought to all of my accumulated frequent flier miles. As an estate planning attorney, I decided to investigate airlines current policies as to what happens to those miles after someone…
Read More
Important Legacy Questions You Should Answer in Your Estate Plan
When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan.…
Read More
5 Things to Talk About With Your Family
You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you successfully pass all of this along may call for a family meeting to discuss your finances, your legacy, and your core principles. Most families lead busy lives, with…
Read More
New Year’s Eve Trivia and Fun Facts
Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year. However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve. Less than one-third of Americans plan to either attend or…
Read More
It Is Time to Make Your Estate Planning List and Check It Twice
Just like Santa makes a list of who’s naughty and nice, you can make a list of who should receive your money and property. The holidays are a great time to think about this while you’re with friends and family.
Read More
Fall Cleanup Checklist
Fall is the perfect time to take stock of the past year and tie up loose ends before a frenetic last few weeks that can be equal parts stressful and celebratory. Read more to learn about having a fall to-do list can make the challenges of balancing family and professional commitments more manageable during this busy season.
Read MoreGet 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!
