In the News

Here are some of the nice things that have been written about us, as well as our publications.

TThe National Endowment for Financial Education welcomes new members and new chair, Merrell Bailey “NEFE Board Welcomes New Leadership and Three New Members”
AAttorney Merrell Bailey is featured in NuView IRA’s monthly newsletter with her article “Women: Be The Captain of Your Personal Financial Team”
AAttorney Hallie Zobel is interviewed by Altamonte-Wekiva Springs Life Magazine following her participation in the inaugural class of Leadership Maitland. See her comments on page 30 of the July-August 2016 issue
AAttorneys Hallie Zobel & Merrell Bailey are interviewed by senior volunteers with the VOICE Radio Program at Rollins College regarding Estate Planning for Seniors
MMerrell Bailey is quoted in “What It’s Worth,” published by the Federal Reserve Bank of San Francisco and the Corporation for Enterprise Development
NNEFE announces Merrell Bailey’s appointment as the Board of Trustees’ 2016 Vice Chair and 2017 Chair-Elect
MMerrell Bailey discusses Estate Planning for Seniors with Nick Kroger during Trinity Broadcasting Network’s “Joy In Our Town”
TThe #TableChat features Merrell Bailey’s article “Help Clients Achieve Lifestyle Independence” in their #Lifestyle Daily electronic publication
MMerrell Bailey’s article “Help Clients Achieve Lifestyle Independence” is featured in Trusts & Estates
NNALA publishes Merrell Bailey’s article on the “Paralegal’s Role in Shaping Seniors’ Lifestyles” in their bi-monthly journal Fact & Findings
FFinancial Advisor IQ showcases Hallie Zobel’s article on “DIY Wills
TTrusts & Estates publishes Hallie Zobel’s article “Advising Your Clients About the High Cost of DIY WIlls
TTrusts & Estates publishes Merrell Bailey’s article Doing it ‘My Way’:Your Baby Boomer Clients Want to Age in Place. Now What?
MMerrell Bailey shares legal insight on recent law changes with WUFT News in “Same-Sex Couples Enjoy More Benefits with Marriage Legalization
MMerrell Bailey is interviewed by the Orlando Sentinel on the federal court ruling recognizing same-sex unions in Florida.
OOn Your Own shares Merrell Bailey’s insight regarding important legal documents that all young adults should have in “Estate Planning for Young People in 9 Steps
MMarketWatch publishes journalist Robert Powell’s interview with Merrell Bailey as a “Primer on Probate”
MMerrell Bailey writes guest blog for Trust & Estates: The Shift from Estate Planning to Estate Probating
PPowers Conferred:” Merrell Bailey is quoted in an Orlando Sentinel article on Durable Powers of Attorney
DDean Paul Jarley, of the UCF College of Business Administration, invites Merrell Bailey to be first guest blogger “Failure Friday: Gablinger’s or Miller Lite?
AAICPA Insights features a guest blog from Merrell Bailey: “Downton Abbey’s Death Duty Explained”
MMerrell Bailey was quoted in the Orlando Business Journal article,
KKelly Green quotes Merrell Bailey in The Wall Street Journal’s article, “Are You Overpaying for Your Parents’ Care?”  
MMerrell Bailey provided input in FOX Business News’ article titled, “Taking Away Dad’s Checking Account,” by Gail Buckner.
GGrowing Bolder Magazine features Merrell Bailey’s advertorial, “From Downton Abbey to Central Florida-Estate Planning Issues on TV and in Real Life,”
MMerrell Bailey provided input in the monthly issue of National Endowment for Financial Education: “Dealing with the New Disconnect: Diminished Financial Capacity.”
WWealthCounsel invited Merrell Bailey to present a national webinar on “Planning for Children and Beneficiaries”
WWealthCounsel published an article by Merrell Bailey titled “Would You Set Up a 501(c) for Me – For Free?”
TThe National Endowment for Financial Education invited Merrell Bailey to speak at its Diminished Capacity Forum in Washington, D.C.
MMerrell Bailey named First Place Winner in WealthCounsel’s “Creating Lasting Legacies” video contest
TThe Advisor’s Forum invited Merrell Bailey to present a national webinar on “Setting up a Non-Profit Organization and Applying for Tax-Exempt Status with the IRS”

Press Releases & Announcements

Check back here often for the latest information about the firm and its partners as they proudly share with you some of the most exciting things taking place at Your Caring Law Firm.