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Recent Blog Posts

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 »

ElderCouple

Maintaining Legal Domicile in Florida Even If You Head for Higher Ground During the Pandemic

By William Rambaum, P.A. |

Florida is a paradise for seniors, except when it isn’t.  There is a reason that so many retirees spend the winter in Florida and the summer in a more temperate area.  The summer heat, lightning storms, and hurricanes are enough to make anyone not want to spend the whole year in Florida.  The COVID-19… Read More »

Probate4

Do You Need to Hire a Lawyer for Probate?

By William Rambaum, P.A. |

Being responsible for someone else’s finances is stressful, no matter the circumstances.  Whether you have just taken on a new managerial job at a company that is struggling financially or if you have just married someone who still has a lot of financial unfinished business from a previous marriage, you feel compelled to solve… Read More »

Guardianship2

Lonely Grandmother Sent More Than $200,000 to Fraudsters She Met on Dating Websites

By William Rambaum, P.A. |

The first time your parents vetoed one of your decisions when you were a teenager, you probably felt motivated to become financially independent of them so that you could make your own decisions about money, relationships, and almost anything else.  As painful as it is to watch young people live beyond their means or… Read More »

EstPl

The Various Ways That Family Members Can Jointly Own Real Estate Property

By William Rambaum, P.A. |

Whether it is better to own your property in the form of currency or real estate is not a question with a one-size-fits all answer.  Likewise, when it comes to getting something of value from a family member, some people would prefer to get cash, and some would prefer to get a house or… Read More »

Guardianship

Taking Care of Elderly Parents at Home Is Emotionally and Financially Stressful for Families

By William Rambaum, P.A. |

You have many reasons to be grateful.  Your life and health have lasted long enough to enable you to enjoy a relationship with your grandchildren, and maybe even with your great-grandchildren.  You own your own home.  You have done a lot to help your descendants be happy and financially stable.  As uncomfortable as it… Read More »

ElderLaw3

What Happens If You Don’t Specify a Beneficiary on Your Life Insurance Policy?

By William Rambaum, P.A. |

Life insurance policies are an inexpensive way to ensure that your family will have at least some financial stability after you die.  If you bought a life insurance policy when you were younger than retirement age, you were probably impressed by the low cost of the policy compared to the amount of payout, and… Read More »

Will5

If You Have a Living Trust, You Should Write a Pour-Over Will Just to Be Safe

By William Rambaum, P.A. |

One of the main reasons to set up a living trust is that the assets you place in the trust do not have to go through probate.  If all of your assets belong to the trust at the end of your life, your estate might not need to go through probate at all.  Some… Read More »

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