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

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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 ...

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

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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 ...

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

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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 ...

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

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Spotting signs of incapacity and 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 ...

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