Last Will and Testament

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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Effect of Divorce on Your Will, Trust, and Beneficiary Forms

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Posted on: June 19, 2018
By Hallie L. Zobel, Esq.
(Adopted from a 2018 presentation to the National Association of Divorce Professionals)

Are you going through a divorce, or have gone through one recently?

If you’ve ever had the passing thought that your ex-spouse is still named in your will or trust, and cringed, thinking that you have to get that changed before you accidentally hand over your accounts to someone whom you don’t even want to be in the same room ...

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If You Own Out of State Property, Establish a Trust

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If You Own Out of State Property, Establish a Trust
Posted on: March 30, 2018
By Hallie L. Zobel, Esq.

If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of a will.

Why is that?

First, consider that probate is unavoidable with a will. Many of my clients arrive at my office assuming that probate is only for those that are intestate, or without a will. The decedent’s ...

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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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The Florida Electronic Wills Act

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The Florida Electronic Wills Act
Posted on: June 2nd, 2017
Hallie L. Zobel, Esq.

It’s wonderful to live in the 21st century, where Amazon orders often arrive less than 24 hours after being placed, even on Sundays. Movies are on demand, and the internet allows us to manage banking and all else without ever needing to leave the house. And when I do leave the house, I wonder how I ever found my way to an appointment without my ...

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Who Will Inherit Prince’s $150 Million Estate?

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Who Will Inherit Prince’s $150 Million Estate?
Posted on: April 27th, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

Prince dies without estate planning for $150 Million Estate.According to TMZ.com, Prince died without a Last Will and Testament.  If true, this means that Prince died “intestate.”

Oh, U Got the Look  – stop judging.  The majority of Americans age 55 to 64 don’t have wills.  However, the majority of Americans aren’t worth Prince’s estimated $150 ...

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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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Poor Man’s Probate is Usually Poorly Planned

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Poor Man’s Probate is Usually Poorly Planned
Posted on: June 29th, 2012
By: Hallie Zobel, Esq.

People often ask what seems to be the usual recurring question, “Do I really need a will?” After I ask a few questions about their circumstances, I usually discover that they have already done something about their estate plan. Unfortunately, this generally means that a non-attorney gave them legal advice and misleading direction. They’ve engaged in a course of action in which some call a ...

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