Navigating Guardianships of a Minor’s Estate

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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.  ...

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Estate Planning Goals for 2013

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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 ...

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Avoiding Probate Problems

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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. ...

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Amanda Bynes’ Parents Seek Conservatorship

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(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 ...

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Protecting Your Florida Homestead

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Protecting Your Florida Homestead
Posted on: July 17th, 2013
By: Hallie Zobel, Esq.

Florida homestead is a wonderful thing. When you invest in your home, you’re investing in what is most likely the largest purchase of your life. You’ll want to protect this asset from creditors. Guess what? Florida homestead offers great creditor protection.

As with anything, there are of course problems that can arise. If your estate plan does not properly address certain issues, you may run into quite an array ...

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Seek an Attorney for Probate Planning

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Seek an Attorney for Probate Planning
Posted on: June 24th, 2013
By: Hallie Zobel, Esq.

Every attorney knows that he/she isn’t the most popular of professionals. Do you know of anyone who goes to see their attorney to say hello? No, attorneys are usually consulted in a moment of need and often only after all options have been exhausted.

By the same token, most people don’t relish the idea of going to court. Court processes are exhausting and slow (including probate court). ...

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Choosing the Right Trustee

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Choosing the Right Trustee
Posted on: June 20th, 2013
By: Hallie Zobel, Esq.

Revocable living trusts are wonderful because of the flexibility they allow in managing your assets and providing for continued management in the event of disability. Most people choose to be trustees of their own revocable living trust during their lifetimes, but a critical choice facing those making trusts is who to select to manage things after they have passed away.

Many people choose family members, usually a child. In ...

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Fighting Over an Estate After a Death

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Fighting Over an Estate After a Death
Posted on: May 30th, 2013
By: Hallie Zobel, Esq.

You probably own some items of real or sentimental value (jewelry, antiques, art, heirlooms, furniture, clothing, etc.) that you want a certain child, grandchild, special friend, relative, or organization to have after you die.

Or perhaps you simply want to provide an orderly way for your belongings to be divided among your heirs after you’re gone. We’ve all heard stories about fighting over Grandma’s piano or ...

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Estate Planning for Young Adults

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Estate Planning for Young Adults
Posted on: May 16th, 2013
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Teenagers, rejoice! At age 18, your government says you are an adult and your parents have no legal ability to make decisions for you. Just what you want, right? No more nagging about cleaning up after yourself, making something of your life, and sitting up straight.

Parents, beware! When your child turns age 18, your government says your child is an ...

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Your Child and Their Inheritance: How to Share the Financials

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Your Child and Their Inheritance: How to Share the Financials
Posted on: May 13th, 2013
By: Hallie Zobel, Esq.

Most children are left in the dark regarding detailed information about their parents’ financials. Well-off parents may not want to tell their children for fear of them becoming dependent. Parents who struggle financially may not tell their children as a means to keep them from worrying. Both approaches are understandable, but in failing to speak to children about the family wealth, children ...

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