Financial Education Resources for National Financial Awareness Day

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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 you are in your journey, taking a little time to further your financial knowledge will pay dividends.

Today is National Financial Awareness ...

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

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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 ones. This is an incredible strain, emotionally, financially, physically, and mentally. There are no breaks or time off. To juggle work and other family obligations with ...

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

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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 with…I have some good news for you. First, you’re not alone. There is a lot going on in any divorce, and ...

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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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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 program called Aid and Attendance.

Many Vietnam vets or spouses of Vietnam vets need assistance with daily tasks, personal care, medical bills and ...

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Test-driving FindaRideFlorida.com

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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 today. Here is what we found.

The biggest advantage of this site is ...

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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, 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 loved ones are often confused and frustrated with the hassles and paperwork involved in probate when they are already ...

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Stranger Things from Beyond the Courthouse

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Recent surveys from Caring.com show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those documents in place.

(All names in the following case examples have been changed.)

Elizabeth Always Had a Plan

Elizabeth’s son, Steve, came to us in when his mother was becoming forgetful. She had dementia. ...

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Celebrate National Old Stuff Day!

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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 and the development tools to help women thrive in work and in life. Consider cleaning out your closet ...

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What’s in Your Mailbox?

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Every month, you probably receive dozens of solicitations. Some of them can look very official and urgent.

For example, one of our clients received this piece of mail and was left wondering if obtaining a Certificate of Status from the State of Florida was a step he’d overlooked in registering his LLC.

Not at all!

This notice from Florida Certificate Services reads, “Congratulations on registering your business with the State of Florida. Your articles have been filed with the secretary of state and ...

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