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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The Neighbor is Herding Your Cats

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I was on vacation a little while ago when I received a call from Orange County Animal Services, notifying me that I had come into possession of four cats. I like cats. But I’m allergic to them. And after that thought, my next thought was, is this a new thing that shelters are trying out, their own version of Publisher’s Clearing House awards? How am I so lucky?

Well, the employee explained to me that a lady had walked into their ...

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A Will or Trust? It’s Not About the Size of Your Estate

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When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a trust. This is a common misconception, that a trust requires a vast estate. Perhaps we owe that to the word “trust” conjuring up visions of large philanthropic organizations that operate exclusively out of a trust, or “trust fund babies.”

In fact, a trust can often cost much less in administrative fees, on the back end, to ...

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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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Effect of Divorce on Your Will, Trust, and Beneficiary Forms

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Posted on: June 19, 2018
By Hallie L. Zobel, Esq.
(Adopted from a 2018 presentation to the National Association of Divorce Professionals)

Are you going through a divorce, or have gone through one recently?

If you’ve ever had the passing thought that your ex-spouse is still named in your will or trust, and cringed, thinking that you have to get that changed before you accidentally hand over your accounts to someone whom you don’t even want to be in the same room ...

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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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If You Own Out of State Property, Establish a Trust

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If You Own Out of State Property, Establish a Trust
Posted on: March 30, 2018
By Hallie L. Zobel, Esq.

If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of a will.

Why is that?

First, consider that probate is unavoidable with a will. Many of my clients arrive at my office assuming that probate is only for those that are intestate, or without a will. The decedent’s ...

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