Leaving a Legacy: What’s “Blue Bloods” Got To Do With It?

Posted by:

Leaving a legacy may mean passing down one’s wealth to beneficiaries and loved ones or preserving for future generations the family’s traditions, values, and journeys.

Leaving a Legacy: What’s “Blue Bloods” Got To Do With It?
Posted on: March 27th, 2015
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Leaving a legacy is not about material things. It’s preserving family traditions and values for future generations.
It always amazes me that watching a ...

Continue Reading →
0

Son Discovers Mother’s Estate Plan in Storage Unit after Spending Nearly $24,000 in Guardianship Fees

Posted by:

Son Discovers Mother’s Estate Plan in Storage Unit after Spending Nearly $24,000 in Guardianship Fees
Posted on: February 25th, 2015
PROTRACTED GUARDIANSHIP PROCESS COULD HAVE BEEN AVOIDED
By: Hallie L. Zobel, Esq

A properly executed durable power of attorney is a critical component of an estate plan.Estate planning is a thoughtful process that sets forth your intentions for the future while managing the present.

Developing an estate plan is perhaps one of the noblest actions you will take ...

Continue Reading →
0

Inheriting Land Located in Multiple States Thrusts Florida Heirs into Costly Probate Proceedings

Posted by:

Inheriting Land Located in Multiple States Thrusts Florida Heirs into Costly Probate Proceedings
Posted on: January 26th, 2015
PROPER ESTATE PLANNING AND TITLING LAND INTO A FLORIDA TRUST CAN SAVE HEIRS EXPENSIVE PROBATE FEES

For many families, owning land is a rewarding way to build wealth while creating a tangible legacy for future generations.  But along with claiming a slice of the American dream, land ownership carries a number of responsibilities, including the annual payment of property taxes, having ...

Continue Reading →
0

Thanksgiving Holiday Provides Opportunity for Family Members to Spot Signs of Incapacity in Aging Parents

Posted by:

Early detection of cognitive decline enables professional advisors to more effectively address financial, legal and care-giving concerns.

Thanksgiving Holiday Provides Opportunity for Family Members to Spot Signs of Incapacity in Aging Parents
Posted on: November 10th, 2014
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

With fuel prices the lowest in four years, more than 40 million Americans are expected to take to the roadways, railways and airways as they head home for the Thanksgiving holiday. Thanksgiving – one of ...

Continue Reading →
0

Advance Directives and Your Legal Authority For Missing Family Members – What Do You Do?

Posted by:

Advance Directives and Your Legal Authority For Missing Family Members – What Do You Do?
Posted on: July 28th, 2014
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Acting as a Successor Trustee – Advance Directives and How They Affect You  

The news is full of speculation as to the whereabouts of Malaysia Airlines Flight 370.  The March 8, 2014 flight from Kuala Lumpur to Beijing disappeared.  No trace of the plane – or its 239 passengers and crew – has ...

Continue Reading →
0

Estate Planning For Unmarried Couples

Posted by:

Celebrity Phillip Seymour Hoffman’s death shows us the obstacles that unmarried couples face according to Florida law. How do you take care of your loved ones if the law says they have no rights?

Estate Planning For Unmarried Couples
Posted on: March 13th, 2014
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Unexpected Death and the Lack of an Estate Plan

If you died and are unmarried, who would plan your funeral? What would happen to your estate?
Take the ...

Continue Reading →
0

Navigating Guardianships of a Minor’s Estate

Posted by:

Navigating Guardianships of a Minor’s Estate
Posted on: March 3rd, 2014
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Guardianship of a Minor’s Estate

This week we take a look at Paul Walker’s death and the legal guardianship of his daughter. TMZ has reported that the actor left his $25 million dollar fortune to his 15-year-old daughter, and asked that the probate court name Paul’s mother as the legal guardian of Paul’s daughter, as well as the legal conservator of the $25 million.  ...

Continue Reading →
0

Estate Planning Goals for 2013

Posted by:

Estate Planning Goals for 2013
Posted on: August 20th, 2013
By: Hallie Zobel, Esq.

It feels like just yesterday I was taking down the Christmas tree and preparing for another great year. The winter chill is gone and somehow it is already August. How are we ending summer already? The end of 2013 will be here before we know it. Don’t wait until the last minute or the busy holiday season to meet your estate planning goals. Now is the time ...

Continue Reading →
0

Avoiding Probate Problems

Posted by:

Avoiding Probate Problems
Posted on: August 1st, 2013
By: Hallie Zobel, Esq.

“Will my estate need to go through probate?” This is a question that we often hear in our office. Many people have had a bad experience with probate and worry about how their own heirs will be treated when their own estate is eventually probated. While probate administration typically takes a little longer and can be a bit more expensive than trust administration, it is not a terrible thing. ...

Continue Reading →
0

Amanda Bynes’ Parents Seek Conservatorship

Posted by:

(original image from In Touch Weekly)
Amanda Bynes’ Parents Seek Conservatorship
Posted on: August 1st, 2013
By: Hallie Zobel, Esq.

Amanda Bynes’ parents, Rick Bynes and Lynn Organ, are currently waiting to hear from Judge Glen M. Reiser if they will be granted conservatorship over their daughter.

The 27-year-old actress is currently undergoing a 14-day psychiatric evaluation at a California hospital following her driveway fire-setting stint. Bynes is due back in court on August 9 for the next ...

Continue Reading →
0
Page 5 of 7 «...34567