Durable Power of Attorney Archives - Your Caring Law Firm

Financial Education Resources for National Financial Awareness Day

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 you are in your journey, taking a little time to further your financial knowledge will pay dividends.

Today is National Financial Awareness ...

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14
AUG
2018

Asset Protection, Durable Power of Attorney, Financial Literacy

Financial Education Resources, National Financial Awareness Day, NEFE

Stranger Things from Beyond the Courthouse

Posted by: Merrell Bailey

Recent surveys from Caring.com show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those documents in place.

(All names in the following case examples have been changed.)

Elizabeth Always Had a Plan

Elizabeth’s son, Steve, came to us in when his mother was becoming forgetful. She had ...

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6
MAR
2018

Advance Directives, Durable Power of Attorney, Estate Planning, Estate Planning Online, Last Will and Testament, Probate Proceeding

attorney fees for probate, Florida probate attorney, Orlando estate attorney, out of state will and probate, pour-over will, why do I need a Pre Need Guardian document

Son Discovers Mother’s Estate Plan in Storage Unit after Spending Nearly $24,000 in Guardianship Fees

Posted by: Merrell Bailey

Developing an estate plan is perhaps one of the noblest actions you will take to ensure the efficient transfer of your assets to future generations in a manner that affirms your values and wishes. In addition to helping your heirs avoid probate and minimize family chaos after your death, a properly drafted estate plan also prevents court control of your assets should you become mentally or physically incapacitated.

But what happens if you become incapacitated, are in need of a family ...

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30
JAN
2017

Advance Directives, Digital Assets, Durable Power of Attorney, Guardianship, Probate

digital copies estate plan, misplaced legal documents

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

Posted by: Merrell Bailey

Spotting signs of incapacity and early detection of cognitive decline enables professional advisors to more effectively address financial, legal and care-giving concerns.

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 the few occasions when multiple generations gather under one roof – is an opportune time for adult children to observe signs of incapacity or cognitive decline in aging loved ones.

My advice to ...

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10
JAN
2017

Aging Parents, Durable Power of Attorney, End of Life Planning, Guardianship, Revocable Living Trust, Uncategorized

Alzheimers, cognitive decline, Durable Power of Attorney, family holidays, Revocable Living Trust

Attention Florida Residents: Change in Power of Attorney Law

Posted by: Merrell Bailey

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 October 1, 2011, the new law comes into effect in Florida. The most pressing question is whether your “old” or existing document is ...

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10
SEP
2016

Durable Power of Attorney

POA law, Power of Attorney

John Nowell

14:20 13 Nov 18

If you need a will or have estate planning needs please talk to Hallie Zobel. I have known Hallie for many years and... the name of her firm explains it all. She is one of the most caring attorneys you will ever meet.read more

Kimberly Taylor

19:24 13 Jul 18

Wonderful, caring legal assistance! Recently lost my husband and needed to re-do wills, trusts and other documents. ... Attorney Hallie Zobel and her staff did an amazing job helping me with getting all of the documents re-created. The process was easy and timely. They were caring and knowledgeable! HIGHLY RECOMMEND! :)read more

Jackie Booth

21:13 22 Feb 18

From the moment I stepped into the offices of Your Caring Law Firm I knew I was with the best. Attorney Merrell Bailey... set me at ease immediately and took care of my needs in a professional and yes, caring manner. Her knowledge of everything related to estate planning, including all kinds of intricate related tax regulations took a lot of pressure off me. It’s like that famous commercial—I knew I was in good hands with Ms. Bailey. I would never hesitate to recommend her and this law firm to anyone. I appreciate the quick response from her office and the excellent work she did for me.read more

Bo Young

13:10 09 Oct 12

I trust Hallie Zobel and Bailey Zobel Pilcher. They know their product and they listen to your needs!

Brett Bressler

22:47 29 Jul 12

I have known Hallie Zobel for years. I referred my parents to her for estate planning services. They were very... satisfied. Hallie is an outstanding woman and lawyer. I recommend her for estate planning, probate, wills and trusts.read more

Durable Power of Attorney

Financial Education Resources for National Financial Awareness Day

Stranger Things from Beyond the Courthouse

Son Discovers Mother’s Estate Plan in Storage Unit after Spending Nearly $24,000 in Guardianship Fees

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

Attention Florida Residents: Change in Power of Attorney Law

Markers of Cognitive Decline – Audio Recording

Coronavirus, estate planning, and small business

Estate Planning for Expecting Parents