Author Archive

Are You a Senior? Celebrate!

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The secret of staying young is to live honestly, eat slowly, and lie about your age. – Lucille Ball

Sage advice.

My mother lied about her age starting in the 1940s. Her sister was four years older, and had started lying about her age, and all of a sudden, my Aunt Marianna was younger than my mother, so my mother began lying to keep up. When my mom was 89, she had a “special friend,” a lovely man who was 91. “He ...

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Financial Education Resources for National Financial Awareness Day

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Financial Education Resources for National Financial Awareness Day
Posted on: August 14, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts of education. It literally can change your life.

A Chinese proverb pertains to financial planning. “The best time to plant a tree was 20 years ago. The second best time is now.” No matter where ...

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Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope

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Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope
Posted on: August 2, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

This heartbreaking article, ‘Invisible workforce’ of caregivers is wearing out as boomers age, is devastatingly accurate. I – and many of my clients – have had to make similar, difficult choices.

Many adults find it necessary to reduce their working hours and rearrange their lives in order to care for ill or aging loved ...

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Rosemont Community Abstract of Title

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This Abstract of Title for the old Rose farm at the corner of 441 and Lee Road in Orlando is delightful.

Developed into the Rosemont community, it includes the history of the land. Restrictions on development of the golf course parcels until at least year 2072 begin on page 354.

Because of the size of the document, it’s uploaded in 30 page sections:

Pages 1-30 Rosemont Community ABSTRACT Contract

Pages 31-60 Rosemont Community ABSTRACT Contract

Pages 61-90 ...

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Vietnam Veterans: You and your spouse may be eligible for VA Aid and Attendance Benefits

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Vietnam Veterans: You and your spouse may be eligible for VA Aid and Attendance Benefits
Posted on: April 5, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

The 50th anniversary of the Vietnam War will be commemorated in Orlando, Florida on April 5, 2018.

My husband is a Vietnam veteran. As we remember his service and thank him and other veterans for their sacrifices, I want to highlight a relatively unknown Veteran’s Administration benefit ...

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Test-driving FindaRideFlorida.com

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Test-driving FindaRideFlorida.com
Posted on: April 2, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

A new website from the Florida Department of Transportation’s Safe Mobility for Life Program, www.FindaRideFlorida.com, is designed to offer solutions to aging adults (and others) who have given up their car keys. Listings feature information on whether door-to-door service is offered, and if vehicles have wheelchair accessibility.

Your Caring Law Firm took FindaRideFlorida.com for a test drive ...

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Celebrate National Old Stuff Day!

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Celebrate National Old Stuff Day!
Posted on: March 2, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

National Old Stuff Day

In honor of National Old Stuff Day on March 2nd, Your Caring Law Firm suggests you celebrate your old stuff by giving it a meaningful send-off.

1. Old suits and work clothing: Dress for Success of Greater Orlando’s mission is to empower women to achieve economic independence by providing a network of support, professional attire ...

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Can an RV or boat qualify as homestead under Florida law?

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Can an RV or boat qualify as homestead under Florida law?
Posted on: January 30, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

The answer is an unequivocal, “maybe.”

It is completely fact-based, depending on the circumstances of that particular RV or boat. The relevant terms in the Florida Constitution include “dwelling house” used as a “residence.”

How can I prove that my RV is my homestead?

The process for getting an RV deemed to be taxed as real property instead of ...

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Celebrate Mom by Talking with Her about Her Future

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Celebrate Mom by Talking with Her about Her Future
Posted on: May 5th, 2017
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

Mother’s Day is approaching.  How are you planning to celebrate Mom this year?

Flowers always are a safe bet. Perhaps you and your siblings could create a photo album enjoying years of gatherings.  Maybe you could take your whole family out to brunch, or have a spa day with her.

Best yet, offer Mom the ...

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Your Funeral Wishes – Your Way

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(photo credit: Clint Brewer/Splash News)

Your Funeral Wishes − Your Way
Posted on: February 7th, 2017
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

You may already have estate planning documents to ensure that your worldly possessions are passed on in a manner consistent with your values and traditions. But have you thought about planning ahead to spare your loved ones from the painful task of making decisions regarding your funeral arrangements – while they are grieving?

Do ...

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