Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows

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Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows
Posted on: August 2nd, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it relates to retired women and older widows. Women will be alone and in charge of themselves for a long period of time. But statistics show that women ...

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Coping with an Unexpected Death in Your Home

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Coping with an Unexpected Death in Your Home
Posted on: August 1st, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

Death often comes without warning. Returning home to find that a loved one has passed away unexpectedly can be traumatizing and leave you in a state of shock and disbelief. Your ability to think clearly is compromised as stress levels rise, and stress affects your ability to make quick decisions. Confusion sets in. You panic. What should you do? ...

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Who Will Raise My Children if I Die Without Naming a Guardian?

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Who Will Raise My Children if I Die Without Naming a Guardian?
Posted on: July 28th, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

For parents, the summer months are a welcome change in routine. Families go on vacation, children enjoy day camp, and grandparents are excited to give busy parents a much-needed break. Although summer provides a time to relax and enjoy family activities, it’s also the ideal time for parents to ask themselves, “Who will raise our ...

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Asking Tough Questions Could Save an Older Driver’s Life

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Asking Tough Questions Could Save an Older Driver’s Life
Posted on: May 16th, 2016
By Hallie Zobel, Esq.

The crash statistics are alarming. Nearly 4,200 seniors age 70 or over died in automobile crashes nationwide in 2012, according to a report by transportation research group TRIP. The report also found that Florida leads the nation in the number of senior citizens killed in traffic accidents.

As greater numbers of retirees move into Florida and as the existing population continues ...

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Who Will Inherit Prince’s $150 Million Estate?

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Who Will Inherit Prince’s $150 Million Estate?
Posted on: April 27th, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

Prince dies without estate planning for $150 Million Estate.According to TMZ.com, Prince died without a Last Will and Testament.  If true, this means that Prince died “intestate.”Oh, U Got the Look  – stop judging.  The majority of Americans age 55 to 64 don’t have wills.  However, the majority of Americans aren’t worth Prince’s estimated $150 ...
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If an Estate Plan Were a Car: Understanding Will-Based vs. Trust-Based Planning

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If an Estate Plan Were a Car: Understanding Will-Based vs. Trust-Based Planning
Posted on: April 13th, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

If you are confused about the differences between a will-based estate plan and a trust-based estate plan, you’re not alone.

According to a recent informal survey we conducted of a group of Central Florida seniors over the age of fifty, 65 percent of those completing the survey indicated they were confused about the topic and would ...

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My Wishes, My Way – Steps to Ensure Your Advance Directives Are Honored

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My Wishes, My Way – Steps to Ensure Your Advance Directives Are Honored
Posted on: March 22nd, 2016
By Mary Merrell Bailey, Esq.

Your chances for success rest on how effectively and how often you communicate your wishes.It happens too often. A health care emergency occurs; panic ensues, and the patient’s end-of-life wishes take a back seat to established protocols to extend life. Failing to honor a patient’s advance directives can increase the individual’s discomfort and ...

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Yes, Virginia, Your Uncle’s Will Must Be Probated

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Yes, Virginia, Your Uncle’s Will Must Be Probated
Posted on: February 23rd, 2016
By Hallie Zobel, Esq.

During the month of January we began seeing a flurry of clients walk through the door with probate issues.  Based on what we’re seeing, most Americans – irrespective of educational background or socioeconomic circumstances – seem to be under the misimpression that having a will means the beneficiaries will receive their inheritance posthaste and without having to pay legal expenses associated with ...

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Six Tips to Start Your 2016 Financial Goal-Setting

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The month of January generates a steady stream of news articles and broadcast messaging about financial goal-setting. To cut down on the overwhelming clutter we’ve compiled a series of tools, tips, and resources to support your financial wellness efforts.

Six Tips to Start Your 2016 Financial Goal-Setting
Posted on: January 28th, 2016
By Mary Merrell Bailey, Esq.

Review our series of tools, tips, and resources to support your financial wellness efforts.Has the recent stock ...

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