Videos by Topic
Estate Planning Documents
Estate Planning Documents
Durable Power of Attorney
Healthcare Surrogate
Living Will
Statement of Authority to make funeral arrangements
General
What is a durable power of attorney (DPOA), healthcare surrogate, living will, pre-need guardian, or statement of authority to make funeral arrangements? And why do we make sure to include these documents in every estate plan?
Should you name co-agents in your Durable Power of Attorney? It’s generally not a good idea.
When you name an agent in a DPOA (Durable Power of Attorney), or a personal representative in your Last Will & Testament, make sure they’re a “paperwork person.”
What is a Healthcare Surrogate document? How is it different than the Living Will document? And how should you choose the people you name in these documents?
If you couldn’t communicate with your doctors, this document tells them who you trust.
A Living Will tells your family and physicians what to do in the event that they must consider artificial life-prolonging measures for you. When this document is consulted, there is no hope of your recovery and you are not conscious.
What happens if you don’t name someone to be in charge of your funeral arrangements?
How can you make sure that your things go to the right people when you “get on the bus?”
In this playful video, attorney Merrell Bailey shares best (and worst) practices for storing your documents.
Trusts - Types, Administration, and Succession
Trusts
Revocable Living Trust
Trustees & Administration
Joint Trusts
Children's Trusts
Special Needs Trusts
If your estate plan were a car: imagining a will-based plan vs. a trust-based plan.
All trusts have these same three acting parts!
What rights does a Grantor have in a Revocable Living Trust?
This video covers the family information articles in your trust.
A Revocable Living Trust is treated differently under Federal law and State law. So, what does it accomplish?
What is a Trust Advisor? Why is this position in my trust?
Who is your trustee if you become incapacitated? How to plan for trustee succession?
What happens to your Revocable Living Trust if you become incapacitated? Are you still the Grantor? Trustee? Beneficiary?
When the position of Trustee is bifurcated, what is an administrative trustee?
Are you wondering if a joint trust is right for you?
One of our goals with a trust is to help minor or immature beneficiaries not to hurt themselves with an inheritance.
Beyond supplemental medical expenses, a properly drafted Special Needs Trust can maintain quality of life and open doors for your loved one that you may not imagine.
Wills
Wills
If your estate plan were a car: imagining a will-based plan vs. a trust-based plan.
How will this document work after you “get on the bus?”
Preparing for Your Consultation
Preparing for your estate planning consult
Have you been putting off your estate planning because it’s overwhelming? Or because you think you have to have ALL the answers? Our questions are designed to help you! Remember, estate planning is for everyone!
Have you been putting off your estate planning because it’s overwhelming? Or because you think you have to have ALL the answers? Our questions are designed to help you! Remember, estate planning is for everyone!
In your estate plan, who inherits what?
What is important for a person serving as your agent or personal representative?
Attorney Bailey will discuss several ways you can make sure the people in your life get the things you want them to have.
During the height of the pandemic we took many precautions. Although this video was made during our years working remotely, we can still meet with you via zoom. If you have special considerations, please let us know.
More Topics
More Topics
What is the plot of the classic Beetlejuice movie as seen through the eyes of a probate and estate planning attorney? Merrell Bailey discusses Florida probate statutes as well as squatter laws as we prepare for our Beetlejuice Beetlejuice watch party.
What is the Corporate Transparency Act? Attorney Merrell Bailey discusses.
Attorney Merrell Bailey has an estate plan for Barbie.
If we were the estate planning firm for the Crawley family, the show would have been a lot less dramatic. They would have lived happily ever after and we would have had tea with the Dowager Countess every day. You may have more in common with Downton Abbey than you think (though we hope you haven’t had Mary’s luck with men), so attorney Merrell Bailey offers a few key takeaways from the show.
If Downton Abbey took place in Florida…
What do you do if a loved one disappears and you have to administer their estate?
Can an RV or boat qualify as homestead under Florida law?
If you are interested in gaining valuable insight about estate planning, cognitive decline, and other related topics, this is an opportunity to learn from Merrell Bailey’s experiences and hands-on knowledge with seniors and families in Central Florida.