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Recent Blog Posts

AssetP5

The Big Declutter: A Challenging but Necessary Part of Your Estate Plan

By William Rambaum, P.A. |

If you are of retirement age, you probably have lots of stories about how your parents, who were of working age during the Great Depression, never threw anything away.  Even if you love shopping, and even if you are proud to show guests your collection of knickknacks and to bring boxes out of the… Read More »

Coins

Gold, Silver, and Your Estate Plan

By William Rambaum, P.A. |

One popular stereotype about grandpas is that they live in Florida.  Another is that they have coin collections.  According to this stereotype, when children visit their grandparents in Florida, the children are required to sit patiently and be pleasant to their grandparents for at least a little while before heading to the beach or… Read More »

Planning3

Renunciation of Beneficial Interest in Probate Disputes

By William Rambaum, P.A. |

When the estate of a deceased person goes through probate, notices that the estate is open for probate appear in news outlets, and anyone who doubts that authenticity or correctness of the deceased person’s will may challenge it.  Challenging a will in probate is not so simple that anyone with a frivolous claim can… Read More »

Identity

Beware of These Five Scams That Target Seniors

By William Rambaum, P.A. |

Scams change with the times; the Spanish prisoner scam, which tended to operate by postal mail, morphed into the Nigerian prince scam in the age of email.  As technology and current events evolve, so do the opportunities to deceive people and defraud them out of money.  It is no secret that seniors are the… Read More »

YoungCouple

A Young Person’s Guide to Writing Your Own Will

By William Rambaum, P.A. |

Being the parent of a young child in Florida during the COVID-19 pandemic is enough to make anyone aware of their own mortality.  You might think that wills are only for elderly people or those with substantial assets, and when it first crossed your mind to write your will, you might have been lying… Read More »

Declutter

Your Kids Don’t Want Your Clutter, but Do They Want Your Money?

By William Rambaum, P.A. |

It is a well-known fact in estate planning law that one person’s family heirloom is another person’s clutter.  As inherited wealth goes, personal property is overrated.  Almost everyone who has tried to pass on once-costly personal property to younger relatives has found out that their sons, daughters, nieces, and nephews would rather have cash… Read More »

NursingHome3

Bone-Chilling Tales of Nursing Homes That Offered Residents No Protection Against the Florida Heat

By William Rambaum, P.A. |

One of the most enjoyable things about spending your retirement in Florida is going outside early in the morning to tend your garden or take a walk or a bike ride by the beach.  Once the clock strikes ten, or sometimes even nine, it is time to go back inside to the air conditioning… Read More »

Will10

The Latest Controversy Surrounding Tiger King Is an Allegedly Forged Will

By William Rambaum, P.A. |

Tiger King was one of the most popular Netflix series for binge watching during the long weeks of the COVID-19 pandemic shutdown, but besides cabin fever, people’s motivations for watching it were various.  From an estate planning perspective, the most interesting thing about the stranger than fiction story of Joe Exotic is not the… Read More »

GrannyPod

Some Seniors Who Want to Keep Their Independence While Staying Close to Family Choose Granny Pods

By William Rambaum, P.A. |

Planning for your retirement years involves a lot more than just deciding what to do with your money.  You must make difficult decisions about how the process of moving to a nursing home or assisted living facility will work if you need it, as well as deciding who you trust to make financial and… Read More »

CouplePlanning

When Trusted Family Members Ruin Seniors’ Finances

By William Rambaum, P.A. |

When most of us hear about financial abuse of seniors, we usually think of a charming new friend of paramour who moved in on a lonely, vulnerable elderly person and swindled the victim out of his or her life’s savings or sweet-talked the victim into changing his or her will, thereby cheating the decedent’s… Read More »

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