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
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.
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
Running a business with your spouse can be incredibly rewarding—but let’s be honest, it’s not always easy. You live together, work together, and probably spend most of your free time together too. With that kind of closeness, it’s important to find balance, both personally and professionally. Here are a few practical tips to help your…
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What Happens to Your Social Media Accounts When You Die?
Your digital life—photos, emails, cloud files, and social media—needs the same protection as your home or bank account. Under Florida’s Fiduciary Access to Digital Assets Act, your loved ones can access your online accounts only if your estate plan says so.
At Andrea L. Jakob, PA, we help you create a modern estate plan that covers everything—including your digital legacy.
📲 Discover what platforms like Facebook, Google, and LinkedIn do when a user dies, and how you can take control now.
In honor of May’s flowers, Graduations and Mother’s Day, I’d love to share one of my favorite checklists for parents who have a new graduate in the family! The rules of parenting change completely once your child turns 18. They may still be financially dependent on you, but suddenly they are legally an adult in…
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Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can be meaningful and help set…
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Myths and Frequently Asked Questions: Planning for Conflict-Prone Families Myth 1: My spouse and I had our estate plan prepared 20 years ago. We don’t have to worry about anything until one of us passes away. Fact: Estate planning is not a one-and-done event. By not updating your estate plan to account for changes in…
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Not Only for the Rich and Famous The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from seeking professional…
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Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go wrong if there are issues with your beneficiary designation forms? If you answered “no” to any of these questions, read more to learn about the…
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As spring blossoms, it’s a perfect time to refresh and renew various aspects of your life, including your estate plan. You might be curious about using artificial intelligence (AI) or platforms such as Legal Zoom, Rocket Lawyer, Estate Plan templates or similar online services to write your plan. While “DIY Estate Plans” are accessible tools…
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You might be surprised to learn that asset protection planning has been around for a long time, and you’ve likely already engaged in it. In fact, you probably have one or more traditional asset protection plans in place. However, these plans may not be enough to fully protect you and your family. What Is Asset…
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A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that could crush your finances. What Is Asset Protection Planning?…
Read More“Leave A Legacy, Not A Mess”
Emerald Publications – September, 2007
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