Author Archive

Talk to your child now about his future, potential, inheritance.

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What happens when a young adult inherits a sum of money, but money was not a topic of discussion in her family? If her parents are gone, whom will she talk to about her inheritance? Will she have a vision for her wealth? Will she know how to manage it, or where to look or to whom to turn for help? Or, will she blow through it without thought?

Silence about money is the norm for many of my solid middle-class clients. They were not ...

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We Love Professional Guardians

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Is Grandma no longer financially capable? Does Uncle Edwin need someone to take over his financial affairs? At Your Caring Law Firm, we recognize that our elders are living longer, and may need help paying bills and handling their assets as they age. We also are big fans of professional guardians.

Many of our clients need to choose a true professional guardian. Here are some helpful hints.

What Makes a True Professional Guardian

Few professions allow you to completely take over someone else’s ...

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It’s National Data Privacy Day. Take a moment to think about your private data after you “get on the bus”

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The kerfuffle about Facebook using and sharing our data is one reason why we have a national – and international – Data Privacy Day. Last year on Data Privacy Day, LinkedIn live-streamed a ‘bootcamp’, and leading social media gurus and Silicon Valley players discussed how they support data privacy – even though it seems they continue to find new and exciting ways to sell our information. Privacy safeguards seem to arise after digital and social innovations, so it may surprise ...

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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 for Senior Transportation Options in Orlando
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.

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