Trusts

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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Top 10 Blunders in Probate & Trust Administration

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Top 10 Blunders in Probate & Trust Administration
Posted on: April 26th, 2013
By: Hallie Zobel, Esq.

Probate and trust administration isn’t for wimps. It also isn’t for people who aren’t ready to shoulder the burdens associated with being named as a fiduciary. A fiduciary is the person who gets the laborious task of holding assets in trust for a beneficiary. In Florida, trustees of trusts and personal representatives of estates are classified as fiduciaries.

While taking on such a role may ...

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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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It (Still) Takes a Village for Special Needs Children

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It (Still) Takes a Village for Special Needs Children
Posted on: March 16th, 2011
By: Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Back in 1996 Hillary Rodham Clinton’s book, “It Takes a Village: And Other Lessons Children Teach Us,” was published. No political figure can write anything without it stirring up partisan controversy, but this post isn’t being written for political purposes, so we’re going to set aside any conversation of her overt agenda in writing the book as well ...

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