Trusts and Your Estate Plan

How We Can Help

We help create your Wills, Trusts and and comprehensive Estate Planning solutions tailored to your specific needs and goals. Our dedicated team is here to support you in developing personalized Living Wills, Powers of Attorney, Health Care Directives, and robust Estate Plans.

You're Unique, So Your Plan Should Be Too.

We listen carefully to what you need.  We work closely with you to create a strategy that effectively protects your assets and ensures the future well-being of your family.  With our guidance, we can help you develop and maintain family privacy and fulfillment of your your wishes.

Protecting Your Family And Your Future

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What is a Trust?

A Trust holds your money or property in a special way. It helps you avoid probate and keeps your plan private. It's a strong tool to help you and your family.

A trust functions as a legal arrangement where assets, such as money or property, are placed in a "bucket" to hold your assets.  You create specific instructions in case of incapacity or death as to how your trust assets should be distributed.  It can avoid probate and is a private family matter.  Essentially, it's a strategic tool for protecting your children, wealth management and ensuring that your assets are handled according to your wishes, without interference from the State or Court.

 

 

Effective Trusts & 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

Types Of Trusts

  • Revocable Living Trust
  • Living Trust
  • Joint Trust
  • Spendthrift Trust
  • Irrevocable Trust
  • Medicaid Trust
  • Land Trust
  • Testamentary Trust

Are Estate Plans Necessary For Everybody?

Links and Resources

From Weston Neighbor to Trusted Planner

By Andrea Jakob | September 13, 2025

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 next generation. Our streamlined process…

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Planning with Blended Families

By Andrea Jakob | September 7, 2025

National Stepfamily Day: Planning With Blended Families in Mind (September 16) Happy National Stepfamily Day to everyone who celebrates! With family structures evolving, there’s a good chance you’re part of a step/blended/“bonus” family—or you love someone who is—making September 16 a perfect time to celebrate and to plan. At its heart, this day honors second…

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Estate Planning Secrets: Keeping Your Family Out of the Spotlight

By Andrea Jakob | September 5, 2025

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record. That means your nosy neighbor Nellie can simply go to the courthouse or hop online to learn all…

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Val Kilmer: Lessons From His Life and Legacy

By Andrea Jakob | August 27, 2025

A Public Life, A Private Death. Private Estate Plan The passing of actor Val Kilmer in April 2025 brings attention to estate planning issues that affect far more than just celebrities. While Kilmer was a public figure, the challenges his estate faced—such as managing real estate in multiple states, handling digital assets, and using charitable…

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George Foreman: 12 kids, But Whose Counting?

By Andrea Jakob | August 27, 2025

“You can have an ex-wife, but never an ex-child” George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and father to a dozen children. Unlike many celebrities, Foreman was considered relatable and connected to his audience. But beyond the fortune and fame, George’s life reminds us…

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Regis Philbin: Blended Family, Big Heart, & Clear Plans

By Andrea Jakob | August 27, 2025

From Game Shows to Estate Plans: Insights we can Learn from Regis Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions of homes for decades. By the time he retired from his show Live with Regis and Kelly in 2011, he had spent more than 16,740…

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Why Every Etsy Seller Needs a Digital Estate Plan

By Andrea Jakob | July 16, 2025

Etsy has grown from a small marketplace for handmade goods to a global e-commerce powerhouse, with millions of sellers—many of whom rely on it for income. But while sellers pour their time and creativity into building their shops, few consider what would happen if they could no longer manage their store due to illness, disability,…

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Just One, Just Right: Estate Planning for Families with an Only Child

By Andrea Jakob | July 2, 2025

As one-child families become increasingly common in the U.S., many parents find themselves facing unique estate planning challenges. While having just one heir can simplify things, it can also create added pressure—both for parents making decisions and for the child who may inherit responsibilities along with assets. Why Only Child Estate Planning Is Different Gone…

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Surprise! You Can’t Easily Disinherit Your Spouse

By Andrea Jakob | June 18, 2025

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 not true for other family…

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Divorced? It’s Time to Revisit Your Estate Plan

By Andrea Jakob | June 11, 2025

If your divorce is finalized, congratulations on making it through a tough chapter. But don’t stop there. One more step is crucial—talking to an estate planning attorney. Why? Because even if your divorce decree revokes some roles your ex held (like trustee or power of attorney), many things don’t change automatically. Your ex may still…

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“Leave A Legacy, Not A Mess”

Emerald Publications – September, 2007

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