Articles by Andrea Jakob

Many believe a substantial portfolio is necessary for an estate plan, but your most valuable asset is your autonomy over your own decisions. About 9 years ago, I had a (more…)

Not having an estate plan is a failure to launch.  The time to plan is now!  Here’s a quick guide to key estate planning steps tailored to all millennials out (more…)

True or False:Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in Florida.  True or False: If you inherit money (more…)

Believe it or not, it isn’t easy to disinherit your spouse. You can’t cut your spouse out of your estate unless they agree in a Prenuptial or Postnuptial Agreement. Even (more…)

February 19, 2024, is President’s Day.  This is a great time to learn some lessons from our forefathers’ estate planning experiences. George Washington: Lessons for a Blended Family Washington, a (more…)

For many, a New Year’s Resolution may be to finally create your “Estate Plan.” You might be curious about using artificial intelligence “AI” or platforms such as Legal Zoom, Rocket (more…)

A Will If you die without a will it is known as dying intestate. While many believe that their close family members “know what they want”, it doesn’t necessarily go (more…)

You’ve written your will, created a trust, and you’re feeling as secure as a locked crypt. But wait! A phantom hitch might be lurking in the shadows, ready to haunt (more…)