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Monthly Archives: December 2018

EstatePlanning3

When Are Trusts Modifiable?

By William Rambaum, PA |

Trusts are an excellent estate planning vehicle for providing comprehensive and wide control over the use, management, and access beneficiaries have to assets after death. If the right trust is chosen and structured correctly, this arrangement can benefit the financial security of a family for generations. Consequently, working with the right estate planning attorney… Read More »

EstPlan8

Do Homesteads Belong in a Living Trust?

By William Rambaum, PA |

Owning a home is a large goal for many Americans, and once home ownership is attained, most want to do everything possible to keep the asset from being lost. Florida’s homestead protection, the law that determines the level of protection the property receives from creditor claims and property taxes, is somewhat unique, in that… Read More »

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