by Laurie Ohall | May 12, 2012 | Estate Planning, Florida Laws, Guardianship, Special Needs
My child is autistic and is about to turn 18. Her doctor told me that I better look into a guardianship because I will not have any authority to control health care decisions or financial decisions once she turns 18. Is this true? I must receive at least five phone...
by Laurie Ohall | Apr 23, 2012 | End of Life Issues, Estate Planning, Living Will
Last year, a couple came into my office to sign their estate planning documents. They were Catholic and when it came time to sign the Living Will, the husband refused to sign it because he was unsure of the Catholic Church’s view on Living Wills. He stated that he...
by Laurie Ohall | Apr 19, 2012 | Estate Planning
You’ve compiled all your tax information and given it to your CPA (or sat down at Turbo Tax and done it yourself). You’ve determined whether you are due a refund or whether you owe money to the I.R.S. And, by now, you’ve either filed your taxes or you’ve requested...
by Laurie Ohall | Apr 12, 2012 | Estate Planning, Florida Laws
*Consumer Alert* Chief Financial Officer Jeff Atwater Warns Consumers about Misleading Postcard Solicitations for Annuities TALLAHASSEE—Florida Chief Financial Officer Jeff Atwater today warned consumers about a scam that involves misleading postcards sent to...
by Laurie Ohall | Mar 28, 2012 | Estate Planning, Florida Laws, Probate
I often have clients that come to me to help them probate the estate of their loved one, and they tell me that everyone is in agreement with what needs to happen in the estate or that there are no creditors. I cringe every time because, in my mind, that will jinx the...
by Laurie Ohall | Mar 15, 2012 | Estate Planning, Florida Laws, Probate
One of the things I love about my practice is that my clients often give me hugs and say “thank you” because they know that I’ve helped them. One of the things I don’t love is when someone calls to tell me a client passed away. It is always a sad occasion and never...
