Financial Education Resources for National Financial Awareness Day

Posted by:

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 ...

Continue Reading →
0

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

Posted by:

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 ...

Continue Reading →
0

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

Posted by:

Posted on: June 19, 2018
By Hallie L. Zobel, Esq.
Effect of Divorce on Estate Planning Documents (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 ...

Continue Reading →
0

Rosemont Community Abstract of Title

Posted by:

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 ...

Continue Reading →
0

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

Posted by:

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 ...

Continue Reading →
0

Test-driving FindaRideFlorida.com

Posted by:

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.

Your Caring Law Firm took Continue Reading →

0

If You Own Out of State Property, Establish a Trust

Posted by:

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 ...

Continue Reading →
0

Stranger Things from Beyond the Courthouse

Posted by:

Stranger Things from Beyond the Courthouse
Posted on: March 6, 2018
By Hallie L. Zobel, Esq.

The following Is based on a presentation I gave in January to a group of local professionals. I decided to call it Stranger Things, because some things I’ve seen in my career really are stranger than fiction!

Recent surveys from Caring.com show ...

Continue Reading →
0

Celebrate National Old Stuff Day!

Posted by:

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 ...

Continue Reading →
0

What’s in Your Mailbox?

Posted by:

What’s in Your Mailbox?
Posted on: February 15, 2018
By Hallie L. Zobel, Esq.

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 ...

Continue Reading →
0
Page 2 of 8 12345...»