South Florida Estate Planning News
Recent Posts and Articles
When a Spouse Dies: Legal and Financial Steps for Florida Trusts and Estates
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
Read More
Plan Now, Breathe Later: Your Aging Roadmap
What to do and When As we (or our parents) get older, the best gift we can give the family is clarity. Here’s a simple, no-stress roadmap for what to do, when to do it, and when to bring in an estate planning/elder law attorney. Start Now (Any Age) 📝…
Read More
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…
Read More
Help! This Probate Is Taking Forever!
When Sarah’s dad passed away, she thought things would be simple. Her dad had a will, and Sarah and her brother were the only kids. She figured they’d take care of some paperwork, pay off a few bills, and be done in a few months. But months later, Sarah found…
Read More
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…
Read More
Show Your Love This Valentine’s Day
Valentine’s Day is a time to show love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and in the future. Estate planning isn’t just about who gets what—it’s about ensuring your life’s work passes smoothly to those you love. Show your family your love by choosing what to include and what NOT to include in your estate plan!
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 More
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.…
Read More
Elder Law Conference
Last week, our associate attorney, Demi Lamas, Esq., had the opportunity to attend the Florida Council of Aging’s Annual Florida Conference on Aging in Orlando, Florida. During the event, Demi connected with a variety of professionals dedicated to supporting and caring for the elderly community across the state. We’re proud…
Read More What to do After a Loved One Dies
Navigating Grief and Responsibility: A Checklist for New Personal Representatives
Losing a loved one is tough, and if you’ve been named as the Personal Representative of their estate, the responsibilities can feel overwhelming. It’s crucial to take care of yourself while managing these tasks. We’ve put together a checklist to help you navigate this challenging time and make your visit to an attorney’s office smoother. Remember, some of these tasks have deadlines, so it’s important to act sooner rather than later.
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!
