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Monthly Archives: June 2018

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Why Do-It-Yourself Estate Planning Is Not the Answer

By William Rambaum, P.A. |

As the deadline for filing income taxes fast approaches, people are forced to take stock of what they own, and perhaps start to ponder what to do with this property once they are gone. Proper estate planning takes careful consideration of one’s goals and legal options, which can only be fully understood under the… Read More »

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The Method and Purpose of Freezing Trust Assets

By William Rambaum, P.A. |

Trusts are an increasingly popular way to protect and distribute assets to loved ones after death. Once a trust is established, the person charged with managing the trust property, the trustee, holds a high level of responsibility to treat these assets in a manner that best protects the interests of the beneficiaries. Given the… Read More »

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