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Recent Blog Posts

ElderScam

Quitclaim Fraud Targets Florida Seniors

By William Rambaum, P.A. |

The COVID-19 pandemic was disruptive to everyone, but how well people handled the disruption tended to be correlated with how much at home they feel on the Internet.  Young professionals snickered at the awkwardness of Baby Boomers during Zoom meetings, those silly Baby Boomers who positioned their computer camera to give a clear view… Read More »

CoupleSon

Transferring Property To Your Children Outside Of Probate: What Not To Do

By William Rambaum, P.A. |

A large body of Internet content justifies its existence based on the assumption that taxes are for chumps.  While estate planning lawyers certainly do not encourage tax fraud or tax evasion, they do help you benefit from laws that enable you and your heirs to pay lower taxes based on how you allocate your… Read More »

OlderCouple2

3 Stress-Free Sources Of Passive Income For Retirees

By William Rambaum, P.A. |

One of the best things about being retired is that your identity is no longer tied to things you do to make money.  When you are retired, you get to spend your time doing the things that you find the most meaningful and enjoyable, whether that means visiting family and friends, sharing the products… Read More »

CouplePlanning

South Florida Man Pleads Guilty To Defrauding Elderly Investors In Shopping App Scheme

By William Rambaum, P.A. |

Some Internet scams are easy to spot.  Seniors who are flummoxed by the concept of social media influencers and TikTok still have enough Internet savvy to know not to send money in response to the ungrammatical sob stories that flood your email inbox from unfamiliar addresses.  Even if you rely on your son-in-law to… Read More »

Legal19

After Judge Throws Out Conviction, The Fate Of Three Defendants In South Florida Sweepstakes Fraud Case Hangs In The Balance

By William Rambaum, P.A. |

These days, Internet scams that prey on elderly people who do not understand rapidly changing consumer technologies get most of the publicity, but old-fashioned mail fraud is alive and well.  In fact, a sweepstakes fraud case in which four South Florida men allegedly swindled millions of dollars from more than a thousand victims is… Read More »

InheritanceLaw

Maybe Early Inheritance Isn’t Such A Great Idea

By William Rambaum, P.A. |

If you have enough money that you could afford to retire, but you are still working, your motivation might be the desire to help your children and grandchildren pay for things that they want and need.  As you sit in rush hour traffic, you might daydream about the things your children might do with… Read More »

BaseballCard

For Memorabilia Collectors, Estate Planning Can Be Fun

By William Rambaum, P.A. |

When you were a kid, collecting baseball cards was fun; once you went to college, many of your peers had outgrown the hobby.  Meanwhile, your parents started telling you that your baseball card collection was kid stuff, and at some point, they might have even given you a deadline to get your own apartment… Read More »

RetiredLadies

Millennial Golden Girls: The New Retirement Planning Strategy?

By William Rambaum, P.A. |

The more things change, the more they stay the same.  Perhaps in 2060, kids will have the same response to the question “What did you do during summer vacation?” as they have now.  They will still say, “I went to Florida to visit my Grandma.”  Visiting Grandma in Florida might be different when millennials… Read More »

ElderPlan

93-Year-Old Floridian Gets Scammed By Niece And Great-Nephew While Hospitalized For COVID-19

By William Rambaum, P.A. |

They say that isolation is dangerous for seniors, but during the COVID-19 pandemic, elderly people found themselves in a lose-lose situation.  If they interacted in person with others, they faced infection with COVID-19, a disease which, at that time, had no vaccine and no known treatments, and for which people over 60 were considered… Read More »

Planning2

Is It Worth It To Borrow For Your Children’s Education Instead Of Saving For Retirement?

By William Rambaum, P.A. |

If you want to help your children pay for their college education even though the amount you were able to save for them before they graduated, it does not make you a helicopter parent.  If you are the parent of a recent high school graduate, then the price of a four-year college degree has… Read More »

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