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Monthly Archives: April 2019

EstPlan12

Can a Third-Party Refuse to Honor a Power of Attorney?

By William Rambaum, P.A. |

Well-developed estate plans often include a number of documents that collectively serve to provide a person with the oversight he/she wants of his/her property, as well as to ensure the individual’s wishes are followed in the event he/she becomes incapacitated. Powers of attorney are commonly used in estate plans, and typically authorize a third… Read More »

Trusts

Choosing between an Individual and Corporate/Professional Trustee

By William Rambaum, P.A. |

Putting together a trust is a beneficial feature for many estate plans. Trusts, depending upon the type, can shield assets from creditors’ claims, and will allow the creator to control how his/her assets are treated after death. Working and sacrificing to amass property to pass onto loved ones is a goal for many individuals… Read More »

Medicaid

The Medicaid Waiting List: Do You Have Options?

By William Rambaum, P.A. |

Dealing with the disabilities that frequently accompany getting older is not an easy transition for anyone. Finding the money to pay someone to provide these services is beyond the reach of most individuals and their families. Medicaid is an option most seniors seek to access when health issues become too severe to handle without… Read More »

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