With a well-crafted estate plan, you have the opportunity to pass down family values along with heirlooms and tangible property. You are able to protect the people you care about from predators, creditors, family strife and months of probate proceedings. You can prepare for others to legally act on your behalf if the need arises; for a lawsuit you never saw coming; and to make the most of your assets.
Your Caring Law Firm will accommodate your needs without trying to fit you into a one-size-fits-all plan. We can craft sophisticated, layered tax and estate plans as well as brilliantly simple solutions. Whether you have a large family, or have just recently graduated, you have assets to protect! We fully recognize the emotional challenges of preparing for the time when you will pass on your assets, values and family legacy to your heirs and loved ones.
We also recognize the confusion - and even helplessness - that often occurs in families after they've lost a loved one, irrespective of whether all legal documents are in order.
Your Caring Law Firm will accommodate your needs without trying to fit you into a one-size-fits-all plan. We can craft sophisticated, layered tax and estate plans as well as brilliantly simple solutions. Whether you have a large family, or have just recently graduated, you have assets to protect! We fully recognize the emotional challenges of preparing for the time when you will pass on your assets, values and family legacy to your heirs and loved ones.
We also recognize the confusion - and even helplessness - that often occurs in families after they've lost a loved one, irrespective of whether all legal documents are in order.
Services
Faced with helping her own aging parents with their elder legal needs, Merrell realized that there was a need for a legal counsel who truly helps clients feel relieved and non-threatened when navigating the estate planning process.
To help fill that need, she attended Barry University School of Law and received a Juris Doctorate degree, graduating valedictorian of her law school class.
As a graduate of Winter Park High School and University of Central Florida (UCF), Merrell Bailey, Founder of Your Caring Law Firm, is committed to making estate planning as safe and comfortable as possible.
To help fill that need, she attended Barry University School of Law and received a Juris Doctorate degree, graduating valedictorian of her law school class.
As a graduate of Winter Park High School and University of Central Florida (UCF), Merrell Bailey, Founder of Your Caring Law Firm, is committed to making estate planning as safe and comfortable as possible.
I'm Merrell Bailey in Orlando, FL.
And I'm Krystal Woodbury in Denver, CO.
We're each licensed as attorneys and also CPAs, and between us, we hold nine college degrees.
We help our clients get the best results because we work well with their trusted advisors - CPAs, financial planners, bankers, trust officers, attorneys, care managers - you name it.
Tax Boss is a podcast for advisors from multiple professions to get together to discuss common client issues and how we can work together to solve them.
And I'm Krystal Woodbury in Denver, CO.
We're each licensed as attorneys and also CPAs, and between us, we hold nine college degrees.
We help our clients get the best results because we work well with their trusted advisors - CPAs, financial planners, bankers, trust officers, attorneys, care managers - you name it.
Tax Boss is a podcast for advisors from multiple professions to get together to discuss common client issues and how we can work together to solve them.
Although this was written for young adults, this free e-book is a useful summary of estate planning documents that are necessary for people of all ages!
Once you reach the age of majority - 18 in most states - your parents no longer are considered your legal representative and are not entitled to see your medical and financial records.
You physically or mentally are unable to perform routine financial affairs such as paying your rent or car loan.
You become mentally incapable of controlling your own affairs and want to designate your significant other to make important decisions for you.
Once you reach the age of majority - 18 in most states - your parents no longer are considered your legal representative and are not entitled to see your medical and financial records.
You physically or mentally are unable to perform routine financial affairs such as paying your rent or car loan.
You become mentally incapable of controlling your own affairs and want to designate your significant other to make important decisions for you.
If I'm the Personal Representative, and/or in charge of Funeral Arrangements, what do I need to do?.
Contact relatives and friends, and the Funeral Home and persons involved in the service to begin planning.
Contact the SS administration, VA, any employers a pension might have been administered through, and the decedent's estate planning attorney.
Obtain bank statements, creditor statements, safe deposit box contents, investment records, tax returns, asset titles, and insurance policy records.
Schedule a consultation with us, or another probate attorney.
Contact relatives and friends, and the Funeral Home and persons involved in the service to begin planning.
Contact the SS administration, VA, any employers a pension might have been administered through, and the decedent's estate planning attorney.
Obtain bank statements, creditor statements, safe deposit box contents, investment records, tax returns, asset titles, and insurance policy records.
Schedule a consultation with us, or another probate attorney.
At Your Caring Law Firm, we recognize that all families are modern families!
Very rarely do we see generations of family where there are not blended families, special children, and some very complicated situations.
We are creative, sophisticated planners with strong business and tax backgrounds.
We devote many hours annually to our own education, so that as legislation changes, we give our clients every possible advantage and consideration in their plans.
Planning around your dreams and concerns at this stage is a cornerstone of our practice.
Very rarely do we see generations of family where there are not blended families, special children, and some very complicated situations.
We are creative, sophisticated planners with strong business and tax backgrounds.
We devote many hours annually to our own education, so that as legislation changes, we give our clients every possible advantage and consideration in their plans.
Planning around your dreams and concerns at this stage is a cornerstone of our practice.
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