Why do I need a will?
Many people do not believe they need an Estate Plan; especially if their assets are modest or they do not believe they are in the stage of life where estate planning is yet necessary.
Everyone needs an estate plan. We will listen carefully to your goals and circumstances and will suggest the best methods for structuring the planning your estate. If you die without a Will (intestate), the State of Florida determines how your assets get divided, and who your beneficiaries will be. A judge then decides who handles the administration of your estate. Click here for information on Florida Intestacy law.
For those with minor children, a Will is the only way to appoint a guardian for your child in the event of your death.
I help clients untangle their complications and concerns and help build paths to stable futures. I assist clients throughout South Florida, and I’m happy to maintain flexible appointment options and reasonable legal fees.
Protecting your Family and your Future
Our firm offers personalized services that meets the individual needs and goals of each client. We will help you develop the plan that best protects your assets and your family’s future while maintaining family privacy and keeping control of your wishes
If you’re like most people, you’ll want to plan so that the State doesn’t make these important decisions for you!
Wills must conform to Florida law and must clearly and unambiguously reflect your wishes. While it may be tempting to use do-it-yourself forms, remember that a Last Will and Testament is just that — it’s the last thing you’ll do. If a mistake is discovered after your death, you don’t get a second chance to make things right! This is not an area in which to be penny-wise and pound foolish.
Schedule a consultation at our law office to discuss your:
- Last Will and Testament
- Living Will
- Designation of Health Care Surrogate
- Health Care Advanced Directives
- Durable Power of Attorney
- Revocable Living Trusts
- Probate Avoidance Strategies
- Disability Protection
- Special Needs Trusts
- Probate Estate Administration
- Probate Summary Administration
- Florida Trust Administration
Effective Trust Planning Services
Trusts offer you a variety of advantages, such as:
- Avoiding Probate
- 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
A Revocable Living Trust is usually known as an instrument to avoid probate, but it is also a powerful tool to keep your estate plan a private family matter and to protect you, your family and your assets during life and its challenges now and in the future.
Call or complete the Request an Appointment form below to reach Andrea L. Jakob, P.A., and schedule an appointment to start planning for your future today.
Take a look at this interesting current example of what happens when a superstar dies without a will: Superstar Prince- Super Battle over his Estate