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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Planning for Incapacity and Minimizing Allegations of Undue Influence

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Planning for Incapacity and Minimizing Allegations of Undue Influence
Posted on: November 24th, 2015
By Hallie L. Zobel, Esq.

If you have an aging loved one who is beginning to show signs of cognitive impairment, National Alzheimer’s Awareness Month is the perfect time to explore whether his/her estate planning documents are in order.

Each year at this time we like to remind our “more senior clients” and their family members how critical it is to ensure that one’s legal documents are ...

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The Holiday Turkey Is in the… Dishwasher? Top 10 Warning Signs Your Elders May Need Help

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Elderly parents often try to disguise cognitive decline. The Thanksgiving holiday provides an opportunity for families to spot signs of incapacity in aging parents.

The Holiday Turkey Is in the… Dishwasher?
Top 10 Warning Signs Your Elders May Need Help

Posted on: October 9th, 2015
By Mary Merrell Bailey, Esq. CPA MBA MSTaxation MSAccounting

Publix has the greatest holiday television commercials, doesn’t it?  They evoke love, warmth, family and wonderful meals. You can’t wait to visit home.

This year, get ...

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Navigating Life’s Journey: The Role of the Revocable Living Trust

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The function of a revocable living trust is far more powerful than a “simple will” because it covers the three phases of the Trustmaker’s life, and a will does not.

Navigating Life’s Journey: The Role of the Revocable Living Trust
Posted on: October 2nd, 2015
By Mary Merrell Bailey, Esq.

A Revocable Living Trust covers the three phases of the Trustmaker’s life. Created during your lifetime, your revocable living trust (RLT) is your alter ego. Designed to be the minivan of trusts, ...

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Lattes vs. Life Insurance: Do Millennials Really Have to Choose?

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Life insurance plays a key role in achieving one’s estate planning goals. We recommend a three-pronged approach in convincing Millennials that life insurance has relevance to their lives.

Lattes vs. Life Insurance: Do Millennials Really Have to Choose?
Posted on: September 22nd, 2015
By Mary Merrell Bailey, Esq.

This month marks the 12th anniversary of Life Insurance Awareness Month.  For more than 200 years, life insurance has created a financial safety net for families when the unexpected happens.

With September well underway, ...

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Estate Planning for Newlyweds

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The June Wedding was Spectacular and the Newlyweds Are Back. So What’s Estate Planning Got to Do with It?

Estate Planning for Newlyweds
Posted on: June 23rd, 2015
By Mary Merrell Bailey, Esq.

Estate planning for newlyweds should begin immediately following the honeymoon.The summer wedding season has begun! It’s always so exciting to witness two people falling in love and planning romantic destination weddings. Seeing a happy couple pledge their love under the wedding arch brings a joyful tear to one’s eye. ...

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National Healthcare Decisions Day – A Platform to Have the Conversation

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Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers about the importance of advance healthcare decision-making.

National Healthcare Decisions Day — A Platform to Have the Conversation
Posted on: April 15th, 2015
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Did you know that tomorrow is April 16th — National Healthcare Decisions Day?  Those of us who offer legal counsel, advisory services, or healthcare related services are particularly ...

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