Trusts and Estate Planning
How We
Can Help
We help create your Wills, Trusts and Estate Planning as well as develop personalized Living Wills, Powers of Attorney and Health Care Directives and Estate Plans to meet your individual needs and goals. We will help you develop the strategy that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.
Protecting your Family and your Future
What does a Trusts and Estate Planning Attorney do?
Simply put, we develop a plan to cover everything you and your family will need during your life and beyond.
We develop personalized Wills, Trusts, Powers of Attorney and Estate Plans to meet your individual needs and goals. We will help you develop the plan that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.
What is a Trust?
I hear clients ask “Why do I Need a Trust” every day. Because each client is different, there are different types of Trusts or Trust Planning services that we can provide. I like to say that “A Trust is a vehicle that is created to hold money or property in a way that survives your incapacity or lifetime. It is contractual and agreed upon by those involved. A Revocable Living Trust is usually known as a way to avoid probate, but it is also a powerful tool to keep your Estate Plan a Private Family Matter and to protect you, your family and your assets during life and its challenges now and in the future.
Types of Trusts
- Revocable Living Trust
- Living Trust
- Joint Trust
- Spendthrift Trust
- Irrevocable Trust
- Medicaid Trust
- Land Trust
- Testamentary Trust
Effective Trusts and Estate Planning Services
A trust may offer you a variety of advantages, such as:
- Avoiding Probate
- Protecting Adult Children from their Potential Mistakes
- Minimizing or Avoiding Tax Consequences
- Keeping Financial Information Private
- Setting Money Aside for Your Children and Grand Children
- Setting Aside Money for Potential Disability or Long-Term Care
- Assisting with Supplemental Needs or Special Needs
- Obtaining Medicaid for yourself or a loved one
Are Estate Plans Necessary for Everybody?
We help clients untangle their complications and concerns and help build paths to stable futures. Assisting clients throughout South Florida, we maintain flexible appointment options and reasonable legal fees. Take a look at what previous clients have to say about us here!
Schedule a consultation at our law office to discuss your:
- Last Will and Testament
- Healthcare Directives
- Designation of Health Care Surrogate
- Health Care Advanced Directives
- Durable Power of Attorney
- Revocable Living Trusts
- Probate Avoidance Strategies
- Disability Protection
- Special Needs Trusts
- Probate Estate Administration
- Probate Summary Administration
- Florida Trust Administration
Why Jakob Legal
Andrea is a Lawyer who is committed to providing you with personalized, creative and cost-effective Estate Planning, Wills And Trusts, Asset Protection, Probate and Elder Law Needs.
Centrally located in Davie, Florida in Broward County, we are within minutes from Cooper City, Southwest Ranches, Sunrise, Plantation, Pembroke Pines and Weston.
Also easily accessible from Hollywood, Miramar, Coconut Creek, Delray Beach and anywhere else in the Tri-County area in this South Florida vicinity.
See what our clients are saying!
Legal Knowledge, Human Wisdom: Helping you plan today, so you can sleep better tonight
“Leave a Legacy, Not a Mess”
Emerald Publications – September, 2007
