End of Life Planning

Markers of Cognitive Decline – Audio Recording

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Are you concerned about an elder in your family? Are you going home for the holidays?

Merrell Bailey shares humorous memories of her family holidays and discusses signs of cognitive decline in your loved ones that can’t be ignored.

ESTATE PLANNING GREENHOUSE: HOME FOR THE HOLIDAYS is a collaboration by Bok Tower Gardens Department of Philanthropy & Membership and the University of South Florida Foundation Office of Gift Planning. In this recording, attorney Merrell Bailey and financial advisor ...

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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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What happens without a will or trust for your pets, or plans for them?

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 ...

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

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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 ones. This is an incredible strain, emotionally, financially, physically, and mentally. There are no breaks or time off. To juggle work and other family obligations with ...

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

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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 program called Aid and Attendance.

Many Vietnam vets or spouses of Vietnam vets need assistance with daily tasks, personal care, medical bills and ...

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Test-driving FindaRideFlorida.com

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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 today. Here is what we found.

The biggest advantage of this site is ...

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Celebrate Mom by Talking with Her about Her Future

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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 most meaningful gift of all – two conversations about her future.  First, what plans does she have for herself?  Second, what role does she foresee ...

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Your Funeral Wishes – Your Way

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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 you have specific ideas about how you would want your life celebrated?  We encourage our clients to think through all the options. For example, ...

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Coping with an Unexpected Death in Your Home

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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? Who should you call first?

While it may seem unusual, our firm has received calls from distraught and bewildered clients seeking guidance ...

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