Estate Planning Archives - Page 5 of 5

Fighting Over an Estate After a Death

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 fine china. The damage is sometimes so deep that siblings don’t speak to each other ...

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15
NOV
2016

Asset Distribution, End of Life Planning, Last Will and Testament

alternative personal property memorandum, estate fight, family heirlooms

Estate Planning for Young Adults

Posted by: Merrell Bailey

Teenagers, rejoice! At age 18, your government says you are an adult and your parents have no legal ability to make decisions for you. Just what you want, right? No more nagging about cleaning up after yourself, making something of your life, and sitting up straight.

Parents, beware! When your child turns age 18, your government says your child is an adult and you no longer have the legal ability to make decisions for him/her. Are you accustomed to ...

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10
NOV
2016

Estate Planning, Young Adults

legal docs for teens, young adults

Your Child and Their Inheritance: How to Share the Financials

Posted by: Merrell Bailey

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 may be unprepared for what will happen after their parents are gone.

As a group, baby boomers are heartened ...

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5
NOV
2016

Asset Distribution, Beneficiaries, End of Life Planning, Young Adults

baby boomers estate plan, discussing inheritance, family financial discussions, kids and money

The Internet vs. The Professional

Posted by: Merrell Bailey

How is it that most attorneys, with decades of legal knowledge continuing education, are being replaced by electronic documents or advice forums? Welcome to the age of the Internet.

The Internet has unfortunately encouraged the rise of amateurism in all professional fields. You may have a recurring migraine and instead of consulting the expert neurologist, you simply type WebMD into Google and self-diagnose.

My staff and I come across this Internet vs. Professional mentality daily. Yes, it is easy to sit in ...

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15
OCT
2016

Estate Planning Online

cheapest estate planning advice, Orlando estate planning attorney, simple will

Estate Planning is Still Relevant: Three Key Documents Every Adult Should Have

Posted by: Merrell Bailey

The federal estate tax exemption, which is the maximum amount of wealth an individual can have when they die but not pay any federal estate tax, used to be $600,000. The families of the deceased who exceeded this limit were often people who did not consider themselves rich—maybe a farming family with a small working farm for example. Unfortunately, they often discovered that all it took was a little bit of real estate, combined with the death benefit payout from ...

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10
OCT
2016

Estate Planning, Young Adults

Durable Power of Attorney, estate planning documents for young adults, health care surrogate, Living Will

Poor Man’s Probate is Usually Poorly Planned

Posted by: Merrell Bailey

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 “Poor Man’s Probate”. The results, which they will probably never witness, are usually tragic and ...

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15
SEP
2016

End of Life Planning, Estate Planning, Last Will and Testament, Probate, Trusts

Do I need a will, Florida homestead protection, Poor Man's Probate, quit claim deeds, title insurance policy, trust instead of will

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

Hey, what about a Living Will?

Posted by: Merrell Bailey

Recently, I watched the season premiere of “Brothers and Sisters.” It was packed with legal issues, pertinent to the type law I practice. You know the show, the strong matriarch, Sally Fields, at the head of the whiny family known as the Walkers. It takes place one year after the horrible automobile accident that occurred at the cliffhanger last May.

Last season left us with a multiple car pileup on the expressway in California. Brother Justin, who conveniently has paramedic training from the ...

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15
AUG
2016

Advance Directives, Living Will

Living Will

Death Arbitrage: Should I Pull the Plug Today? There’s No Estate Tax.

Posted by: Merrell Bailey

I’m angry. I’m disheartened, dismayed, and disgusted. But mostly, I’m angry.

One of my peers today asked me if I am advising clients to remove life support from their loved ones – their RICH loved ones – quick, right now, before Congress acts to bring back the estate tax.

Because, depending on the nature of the assets, you can do the tax math and decide whether it is more lucrative to allow someone you love to die today, or keep the person ...

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10
AUG
2016

Estate Tax

Estate Tax, estate tax law

Page 5 of 5 1 2 3 45

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

Estate Planning

Fighting Over an Estate After a Death

Estate Planning for Young Adults

Your Child and Their Inheritance: How to Share the Financials

The Internet vs. The Professional

Estate Planning is Still Relevant: Three Key Documents Every Adult Should Have

Poor Man’s Probate is Usually Poorly Planned

Attention Florida Residents: Change in Power of Attorney Law

Hey, what about a Living Will?

Death Arbitrage: Should I Pull the Plug Today? There’s No Estate Tax.

Coronavirus, estate planning, and small business

Estate Planning for Expecting Parents

Talk to your child now about his future, potential, inheritance.