Uh Oh Irma! Hurricane Season is here – How to protect and prepare!

Estate Planning, Wills And Trusts

Prepare for the worst and hope for the best. But follow these steps to make sure you are prepared:

  1. If your original, signed documents are not in a safety deposit box try the following safe places to store them. They need to be in a watertight container of some sort and put it up high in case your home floods. Great tip! You can keep original Wills and other estate planning documents in an air-tight plastic bag at the bottom of your freezer actually. Freezers are well insulated and heavy, and have a way of withstanding fires, hurricanes, and tornadoes.

    Extreme Danger: Category 5 Nearing Island Nations; U.S. Threat to Come
  2. If you have to evacuate, either take the originals with you or make copies and bring the copies and let trusted loved ones know the location of your originals. You may also want to provide copies to a family member who lives out of the path of the hurricane.
  3. Protect important insurance policies such as your homeowner’s, wind and flood insurance policies, health insurance and your automobile insurance policy as well. Keep the name of your insurance carriers policy numbers and the contact numbers in an easy to locate and safe place.
  4. Your Durable POA, Health care surrogacy, prescription lists and all financial assets and bank accounts numbers need to be stored. I would suggest storing information in a cloud-based, highly protected software program so that you will have access to all information wherever you can find internet access. I like using Last Pass (www.lastpass.com) there is a free app that will store all your logins and passwords for you. Also, try ewallet app on your IOS devise for lists of all policy numbers and contact information.
  5. Finally, document everything with a picture! This isn’t the time for a selfie, but time to use your cell phone and take a picture of each room and all your valuables.


Please stay safe this hurricane season! I look forward to seeing everyone in my office to update all estate documents as soon as possible.


Share on facebook
Share on twitter
Share on linkedin

More Posts

Vaccine for Snowbirds

Snowbirds to get Florida Covid Vaccine

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.

How to Celebrate Holidays with Seniors 2020

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.

End of Year Taxes and Charitable Donation

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

Jakob Legal helps a senior couple with Health Care Directives sitting together on plaid at sandy beach.

Its Medicare Advantage Season

Now is the annual opportunity to change medicare coverage. From Oct. 15 until Dec. 7, enrollees can shop Medicare’s marketplace for the prescription drug and Advantage plans offered by commercial insurance companies. They can also switch between fee-for-service original Medicare and Advantage.
And they will have plenty of choices: Next year, the typical Medicare enrollee will be able to choose from 57 Medicare prescription or Advantage plans that include drug coverage, according to the Kaiser Family Foundation.

Please Contact Me

Skip to content