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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Stranger Things from Beyond the Courthouse

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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 ...

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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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What’s in Your Mailbox?

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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 ...

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Your Client Has Been Named Trustee; Does He Really Need An Estate Attorney?

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Your Client Has Been Named Trustee; Does He Really Need An Estate Attorney?
Posted on: February 6, 2018
By Hallie L. Zobel, Esq.

A client recently terminated me as his attorney of his mother’s trust. I found it interesting that his decision came the day after he met with his financial advisor. Perhaps it was a total coincidence! After all, it is difficult for me to believe that a client would have been given advice from another professional that is likely to ...

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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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Preparing for the Next Hurricane Irma

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Preparing for the Next Hurricane Irma
Posted on: September 27th, 2017
By Hallie L. Zobel, Esq.

Houston under water.  Puerto Rico destroyed. Central Florida battered.  Natural disasters such as Hurricane Irma can be a sobering experience. Many clients and friends walked away from their Florida homes, prepared to lose everything. Most of us in Central Florida were very lucky and have our power back. The grocery store aisles are almost full again. The curbs still are littered with tree branches ...

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The Florida Electronic Wills Act

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The Florida Electronic Wills Act
Posted on: June 2nd, 2017
Hallie L. Zobel, Esq.

It’s wonderful to live in the 21st century, where Amazon orders often arrive less than 24 hours after being placed, even on Sundays. Movies are on demand, and the internet allows us to manage banking and all else without ever needing to leave the house. And when I do leave the house, I wonder how I ever found my way to an appointment without my ...

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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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Five Clues That it’s Time to Update Your Estate Plan

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Five Clues That it’s Time to Update Your Estate Plan
Posted on: March 31st, 2017
By Hallie Zobel, Esq.

 Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides a sense of peace, satisfaction, and even pride. For others, the experience may be daunting as they come face-to-face with their own sense of mortality. In either situation, once the documents have been signed, ...

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