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Author Archives: Jordan W. Jacob, Esq.

You Get What You Pay for Applies to Estate Planning Lawyers_step on rake_

“You Get What You Pay For” Applies to Estate Planning Lawyers

Estate PlanningBy Jordan W. Jacob, Esq.June 3, 2024

Opting for the lowest-cost plan may lead to an empty set of documents that offer false security but lack real value when your family needs them.

Bank Account Blues - Bank Account Beneficiaries

Bank Account Blues: Why Naming Your Children as Beneficiaries or Joint Owners of Your Bank Accounts May Not Be Your Best Option

Digital Assets, Estate Planning, ParentsBy Jordan W. Jacob, Esq.April 26, 2024

When it comes to your bank accounts, there’s a common misconception that simply naming your children as joint owners or pay-on-death beneficiaries will suffice.

Corporate Transparency Act - Business Owner

Corporate Transparency Act: What You Need to Know as a Business Owner

Business, Estate Planning, Industry newsBy Jordan W. Jacob, Esq.December 29, 2023

Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require certain companies to report the names of beneficial owners and active individuals.

Money Dysmorphia - chasing dollars

Understanding Money Dysmorphia: A Guide for Young Parents and Professionals

Estate Planning, Millennials, ParentsBy Jordan W. Jacob, Esq.November 20, 2023

Young parents and professionals are particularly susceptible to money dysmorphia. Amidst the pressures of repaying student debt, starting families, advancing in careers, and social media showcasing the extravagant lifestyles of peers, it’s easy to fall into the trap of feeling financially inadequate.

Jumping a chasm - estate planning for 18 year old

Estate Planning for an 18 Year Old in Florida

Estate Planning, ParentsBy Jordan W. Jacob, Esq.June 21, 2023

When your child turns 18, you should discuss the importance of estate planning and ensure your child has certain legal documents in place for their protection out in the world.

Apple Savings Account Beneficiary

Apple Savings Account Beneficiary

Digital Assets, TechnologyBy Jordan W. Jacob, Esq.May 3, 2023

If you have opened an Apple Savings account, we encourage you to add a beneficiary to your account. This article explains why it is important to have an account beneficiary and provides a tutorial video to get it done.

business entities - buildings

Debunking 4 Common Myths About Business Entities

Business, Estate PlanningBy Jordan W. Jacob, Esq.October 23, 2022

Selecting the right entity for your company is one of the most critical decisions you can make as a business owner.

Estate Planning for Same-Gender Couples in Florida

Estate Planning for Same-Gender Couples

Estate Planning, Healthcare, ParentsBy Jordan W. Jacob, Esq.October 19, 2022

Learn more about the importance of estate planning for same-gender couples in Florida and the consequences of failing to plan ahead.

estate-planning-awareness-week-review-your-plan

Estate Planning Awareness Week 2022: Day One

Estate PlanningBy Jordan W. Jacob, Esq.October 17, 2022

IS YOUR ESTATE PLAN UP TO DATE? This year, Estate Planning Awareness Week runs from October 17-23, 2022, and one of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan up to date. We hope you already understand the importance of…

Anne Heche - Shutterstock

Anne Heche Dies With Conflict Surrounding Her Sons and Estate

Celebrities, Estate Planning, ParentsBy Jordan W. Jacob, Esq.October 6, 2022

Unfortunately, Heche did not leave behind a formal will or a definitive plan for her sons or her estate. Now, her family is left in conflict without clear direction moving forward.

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We provide virtual services throughout all 67 counties in the State of Florida.  Offices in Boca Raton, FL and Royal Palm Beach, FL (by appointment only)

We provide virtual services throughout all 67 counties in the State of Florida. 

Offices in Boca Raton, FL and Royal Palm Beach, FL (by appointment only)

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