Durable Power of Attorney

Financial Education Resources for National Financial Awareness Day

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Financial Education Resources for National Financial Awareness Day
Posted on: August 14, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts of education. It literally can change your life.

A Chinese proverb pertains to financial planning. “The best time to plant a tree was 20 years ago. The second best time is now.” No matter where ...

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Stranger Things from Beyond the Courthouse

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Stranger Things from Beyond the Courthouse
Posted on: March 6, 2018
By Hallie L. Zobel, Esq.

The following Is based on a presentation I gave in January to a group of local professionals. I decided to call it Stranger Things, because some things I’ve seen in my career really are stranger than fiction!

Recent surveys from Caring.com show ...

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

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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 ...

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Attention Florida Residents: Change in Power of Attorney Law

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Attention Florida Residents: Change in Power of Attorney Law
Posted on: October 2nd, 2011
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Just when you thought you had your estate planning documents in order, there sneaks up a drastic change in the power of attorney law. A durable power of attorney is a legal document that gives someone the authority to act on your behalf. You are the principal and the person you appoint is the agent. Effective ...

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