South Florida Estate Planning News
Recent Posts and Articles
Your Estate Planning Team Roster Re-imagined as a Football Squad
Why has football captured the American imagination like nothing else? Some say football is a metaphor for life that can teach us lessons about discipline, teamwork, and overcoming adversity to reach a goal. Read more as we present to you your estate planning team, football-style.
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Debunking Common Misconceptions About Wills
Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But estate planning isn’t just for the wealthy, older adults, or married couples; it’s beneficial for everyone. Let’s bust some common myths about…
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Probate Nightmares
Come join me at the Broward County Library for my presentation on probate nightmares. You will learn how to protect your money, your loved ones, and yourself by planning ahead and avoiding stressful, costly struggles with probate. I use celebrities as examples and it is a fun and informative hour.…
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Newlywed Estate Planning Essentials
When starting a new marriage, there is much to think about: communication, living conditions, holiday plans, financial stability, and the wedding itself. However, something often overlooked by new spouses is the importance of creating an estate plan. It can be hard to think about what would happen if your spouse became ill, incapacitated, or worse, but an estate plan can ease those difficult times. An estate plan typically includes a will or trust, but the most important documents for a new couple are Health Care Directives and Powers of Attorney.
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What You Can Learn from the Leno Conservatorship Proceedings
Here are key lessons from the Lenos’ experience: 1. Spouses Can’t Automatically Step In: Many believe that being married means their spouse can automatically manage their finances or healthcare decisions if they become incapacitated. This isn’t true. After turning 18, no one, not even a spouse, can manage these affairs without prior consent (through estate planning documents) or court involvement.
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Planning a Barbecue Is Like Planning Your Estate
Memorial Day weekend signals the beginning of summer and backyard barbecues. Although a cookout may be casual, good planning is crucial. This is true for estate planning, too. A little planning goes a long way to prevent leaving you and your loved ones in a pickle: The Menu – What…
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Jakob Legal Celebrates Andrea L. Jakob, Esq.’s Appointment as Chair of Estate Planning Law for Lawyers of Distinction’s 2024 National Advisory Board
Jakob Legal is thrilled to announce the appointment of our founding attorney, Andrea L. Jakob, Esq., as the Chair of Estate Planning Law for the 2024 National Advisory Board of the prestigious Lawyers of Distinction. This appointment underscores her exceptional expertise and leadership in the field of estate planning. Lawyers…
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Andrea L. Jakob, Esq. Was Honored as an Exceptional Women of Broward by Our City Media Celebrating Women’s History Month
Andrea L Jakob, Esq., founder of Andrea L Jakob PA, is delighted to announce her acknowledgment as one of Broward’s exceptional women for April, 2024. This esteemed recognition celebrates Andrea’s remarkable contributions to the community, including speaking engagements throughout the County, supporting local charities and as a regular contributor to…
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My Tax Quiz: How Much Do You Know About Estate Taxes?
Many folks are not familiar with how estate tax works and whether they would have to pay inheritance taxes. Take my quiz to see how much you know. True or False: Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in…
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COUNTDOWN TO A STRESS-FREE 2023
We want to protect our lives, our autonomy, and our future to enjoy the years to come worry-free. Here are six ways to enjoy a stress-free 2023! The countdown begins:
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