Trusts & Estate Planning
How We Can Help
We help create your Trust 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 Trusts and 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 an "Estate Plan"?
You don't need a mansion in Beverly Hills to need an Estate Plan. Your greatest asset is your independence and autonomy. An "Estate Plan" allows us to prepare a variety of documents to make sure the state or county doesn't step in to control your wishes during your lifetime and following your life.
Estate Planning is the planning of your estate for after your life. Your estate includes all of your money (savings, investments, etc.), your life insurance, your house, other real estate, your business, all of your personal property, and even your pets. By planning what you want to happen to these things before your death, you can guarantee that your life’s work will garner the respect it deserves after your death by having your wishes honored. Your estate plan will also protect you as you get older, making sure you are safe and taken care of. In addition to this, estate planning helps protect your children, family members, and pets amid a hard time, helping them avoid the stress of planning your estate after you are gone. Our team can help you achieve all that you want to with your legacy and to protect it.
What is a will?
I like to say a will is a "Dear Judge Letter." A will is not dispositive and must be administered in a process called Probate. Your Last Will and Testament describes how you wish your affairs to be handled and how your assets will be distributed following your death during the probate process.
What is a Trust?
I hear clients ask “Why do I Need a Trust” every day. A Trust holds your money or property in a special way. It helps you avoid probate and keeps your plans private. It's a strong tool to help you and your family.
Take a look at my recent Article regarding What to Expect at an "Estate Plan Consultation"
What can our team do for you?
We develop your personalized plan using a variety of documents such as Wills, Trusts, Health Care Directives and Powers of Attorney to meet your individual needs and goals. We help develop the plan to best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.
We discuss what your values are, what your needs are and how your needs and the needs of your family can be protected and represented in your Estate Plan.
Our unique law firm experience is a 5-step proven process you will be 100% thrilled with.
Unlike other firms, we don't just sell documents, we deliver peace of mind. We communicate with you, listen to you, and we treat you with the same care and respect we'd want for our own family.
We have streamlined the estate plan process, so you can spend less time at your lawyer’s office
and more time living your life!
The JakobLegal Difference: 5-step process:
1. We Get to Know Eachother
You will be assigned a Client Coordinator who will immediately begin helping you to prepare for your appointment. You will chat with us about your goals, concerns, and your family. We will schedule your signing date so you'll know your goal is in sight.
2. Meet with your Attorney
At your attorney meeting, once our client agreement is signed, we will begin our promised attorney/customer service experience. We will curate the best plan to achieve your goals and ease your concerns at this comprehensive appointment.
3. Personalized Plan Developed
Our team will roll up their sleeves to begin your personalized and detailed plan design. It will be developed and tailored to your exact needs, and the appropriate documents will be drafted.
4. Signing Meeting
At the signing, we'll go over every detail and ensure you fully comprehend your plan. We simplify complex legal jargon, making it accessible to you and your family, so you don't need legal expertise to understand how it benefits you.
5. Life Happens:
We are all human and life has its unexpected twists and turns. Our promise to you is
we will help you along the way and be here for your family when you need it the most.
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
Links and Resources
Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments. Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.
Read More Many people becoming trustees for the first time have asked questions such as “What is a trust?” or “What taxes must I pay as a trustee?” or “Am I required to file annual reports with a court?” Most people have had little experience with trusts.
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As an attorney, I make sure that these mistakes do not occur. An online form is just a piece of paper, and if any mistakes are made, the family will feel it for years to come. Take a look at my post regarding POAs and the top 10 reasons you need an attorney to prepare one!
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“Among the challenges are moments of joy.” Some of the terrific information contained in the site includes “life with Dementia”, Taking Action, Clinical Trials, Caregiver information, etc….
Alzheimers.gov is managed by the National Institute on Aging (NIA) at the National Institutes of Health (NIH)
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Whether it’s guilting you into investing, instilling fear in you, or giving you the impression that they are professionals, con artists know exactly how to persuade you. Don’t rush yourself and don’t allow others to rush you. Take your time when making investment decisions, remain skeptical of unsolicited offers or offers that seem like they are too good to be true, and be sure that your money is always accessible.
Read More There are several reasons why lawyers need to meet with your family member or friend alone for at least a part of the case evaluation process, so please don’t be alarmed or offended if you are asked to leave the room.
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You should be proud of yourself for any degree of victory that you have accomplished during these times, it wasn’t easy!
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When it comes to the vaccine for COVID-19, snowbirds are equal to the rest of us.
Senior visitors spending the winter in Florida, (including some just entering the state looking for the vaccine?) along with seniors who live in the state full-time and those with medical conditions, can get the vaccine here.
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Although we really want a big family celebration where we can all celebrate the holidays together, that might not be the best idea right now. Many families are understandably trying to find other ways to be able to connect with our silver-aged loved ones during the holidays.
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As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, Congress created a one-time $300 charitable deduction for people who do not itemize on their tax returns. To qualify, you must give cash (including paying by check or credit card) to a 501(c)(3) charity. G
Read More“Leave A Legacy, Not A Mess”
Emerald Publications – September, 2007
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