End of Life Planning

Clear-sighted Planning

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I want to share a story of a couple that is approaching the next season of their lives with a refreshingly prudent look at their coming years. When they left our office, I felt inspired and couldn’t help but think that if more adults would look at their aging rationally while they were young enough to really see the road ahead, how much better off so many families would be.

The marketplace is flooded with advertisements for products which claim to ...

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Are You a Senior? Celebrate!

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The secret of staying young is to live honestly, eat slowly, and lie about your age. – Lucille Ball

Sage advice.

My mother lied about her age starting in the 1940s. Her sister was four years older, and had started lying about her age, and all of a sudden, my Aunt Marianna was younger than my mother, so my mother began lying to keep up. When my mom was 89, she had a “special friend,” a lovely man who was 91. “He ...

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The Neighbor is Herding Your Cats

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I was on vacation a little while ago when I received a call from Orange County Animal Services, notifying me that I had come into possession of four cats. I like cats. But I’m allergic to them. And after that thought, my next thought was, is this a new thing that shelters are trying out, their own version of Publisher’s Clearing House awards? How am I so lucky?

Well, the employee explained to me that a lady had walked into their ...

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Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope

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Caregiving for Loved Ones – Life Care Professionals are a Beacon of Hope
Posted on: August 2, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

This heartbreaking article, ‘Invisible workforce’ of caregivers is wearing out as boomers age, is devastatingly accurate. I – and many of my clients – have had to make similar, difficult choices.

Many adults find it necessary to reduce their working hours and rearrange their lives in order to care for ill or aging loved ...

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Vietnam Veterans: You and your spouse may be eligible for VA Aid and Attendance Benefits

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Vietnam Veterans: You and your spouse may be eligible for VA Aid and Attendance Benefits
Posted on: April 5, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

The 50th anniversary of the Vietnam War will be commemorated in Orlando, Florida on April 5, 2018.

My husband is a Vietnam veteran. As we remember his service and thank him and other veterans for their sacrifices, I want to highlight a relatively unknown Veteran’s Administration benefit ...

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Test-driving FindaRideFlorida.com

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Test-driving FindaRideFlorida.com
Posted on: April 2, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

A new website from the Florida Department of Transportation’s Safe Mobility for Life Program, www.FindaRideFlorida.com, is designed to offer solutions to aging adults (and others) who have given up their car keys. Listings feature information on whether door-to-door service is offered, and if vehicles have wheelchair accessibility.

Your Caring Law Firm took FindaRideFlorida.com for a test drive ...

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Celebrate Mom by Talking with Her about Her Future

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Celebrate Mom by Talking with Her about Her Future
Posted on: May 5th, 2017
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

Mother’s Day is approaching.  How are you planning to celebrate Mom this year?

Flowers always are a safe bet. Perhaps you and your siblings could create a photo album enjoying years of gatherings.  Maybe you could take your whole family out to brunch, or have a spa day with her.

Best yet, offer Mom the ...

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Your Funeral Wishes – Your Way

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(photo credit: Clint Brewer/Splash News)

Your Funeral Wishes − Your Way
Posted on: February 7th, 2017
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

You may already have estate planning documents to ensure that your worldly possessions are passed on in a manner consistent with your values and traditions. But have you thought about planning ahead to spare your loved ones from the painful task of making decisions regarding your funeral arrangements – while they are grieving?

Do ...

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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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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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