Sunrise, FL Estate Planning Lawyer

Your Estate Planning And Probate Team In Sunrise, FL

Sunrise, FL, incorporated in 1961, offers its 92,000+ residents a variety of attractive, well-maintained neighborhoods - from private, gated golf-course communities to quality rental properties.

Sunrise also continues to provide its growing population with first-rate services, and is the county's recognized leader in providing quality-of-life facilities for residents. The City offers a wide variety of recreational opportunities, including a soccer club, golf course, a tennis club, playgrounds and municipal swimming pools - as well as a Senior Center and a Civic Center complex featuring a 300-seat theater, an art gallery and banquet facilities. Sunrise is also home to eleven public schools, two post offices and two public libraries.

Home to the Florida Panthers NHL hockey team which plays at the BB&T Center (the second largest NHL arena in the country), Sunrise attracts millions of visitors each year with its entertainment choices, as well as its proximity to Florida's interstates.

Our office is centrally located to Sunrise, less than 7 miles away. The team at Andrea L. Jakob, PA looks forward to serving your estate planning and probate needs!

What Does A Sunrise Estate 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.

Do I Need A Trust In Sunrise, FL?

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.

Effective Trusts And Estate Planning Services For Sunrise, FL

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

Get 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!

ultimate-planner