Articles by Andrea Jakob

Thanksgiving may be the time to begin a family discussion about favorite family items and wishes for the future. The holidays may be a time for thanks and reflection, but (more…)

About Wills Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But (more…)

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…)