Articles by Andrea Jakob

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…)

Raising our children continues after the first 18 years! We want to ensure our values are instilled in them for their entire lives. Establishing an estate plan becomes of paramount (more…)