Sharing Our Knowledge With You
CPA’s and Attorneys Partner to Aid Your Estate Plan
Guest Blog By Wanda Talley Schebel, CPA
Often, your CPA and your attorney are the ones most involved with handling your confidential financial information. Your attorney can help you draw up plans, establish trust accounts and delegate beneficiaries. Since your accountant regularly has access to your financial information, they can help guide you through following the plans as they are put into place. Your CPA typically advises on how to minimize tax liabilities through gift giving, insurance policies, trust accounts, and handling after death financial responsibilities.
Estate planning does not have to be expensive. Your plan will develop and change as your needs and financial situations change. Most people don’t give it much thought and most people have good intentions, but an innocent mistake can create problems for your family.
Seek Out The Positive in 2017!
Another year is coming to a close, and 2016 has been an eventful climate to say the least! The Orlando Law Group encourages all of you to look beyond the things you cannot change, and focus in on yourselves. Make resolutions for the new year, and resolve to actually keep them. Many people look upon the changing of a calendar as a fresh start, so make the most of it! Instead of focusing on the negative, think upon the positive. What good has 2016 brought into your life? What can you do in 2017 to spin your hardships into a positive? Make your resolutions manageable and achievable. Set realistic goals and celebrate when you accomplish them! Top Five Reasons To Hire An Attorney
Bad times fall upon us all. Whether we’re embroiled in a messy divorce, custody hearing, criminal or civil suit, or just planning a will and estate plan, the question always comes up: “Do I really need a lawyer?” The presence of skilled and experienced counsel is vital to a successful legal process. Attorneys help their clients save money, avoid jail time, manage plea bargains, and dodge the headaches often caused by improperly filed paperwork. Here are the Top Five Reasons to Hire an Attorney to assist in your legal matters. OLG Attorneys Lay Down The Law For Middle School Students
Maytel Sorondo and Jeffrey W. Smith, attorneys for The Orlando Law Group, shared their personal stories from middle school to law school at a recent Teach-In event which took place at Lake Nona Middle School. They connected 7th-grade Civics, from King John’s Magna Carta to the U.S. Constitution and following the Rule of Law, to what they do everyday.
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The Importance of Giving Thanks
At The Orlando Law Group, we aid our clients in various situations ranging from estate planning to business law, family issues, elder law, veteran law and more. Sometimes, events such as these can seem daunting and overwhelming, but on days like today, when Americans gather to give thanks, it’s important to focus on the positive and look to the future with thankful optimism.Former Prime Minister of the United Kingdom Winston Churchill once said, “a pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” In fact, there are many studies that associate optimism with improvements to the immune system, preventing chronic diseases and helping people to cope with unfortunate news.
Living Trust vs. Will: Know the Differences
When it comes to dividing up your property and assets, the question becomes do you need a living trust or a will? The simple answer is that you might require both, depending on the size of your estate and the amount of control you would like to exert over the process.