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Recent Blog Posts

EstPlan

The Consequences to Your Estate of Selling Property Below Market Value

By William Rambaum, PA |

When people start contemplating how to distribute property as part of an estate plan, giving some of that property to loved ones is a common goal. Wanting to keep property in the family is a laudable intention, and is usually a reflection of the sacrifices required to acquire it. Thus, seeing the asset go… Read More »

EstatePlanning2

Estate Planning for Different Assets

By William Rambaum, PA |

Anyone interested in creating an estate plan does not have to look hard to find a wide variety of do-it-yourself forms and templates that claim to cover all the necessary aspects of this endeavor. The problem with this approach is that placing all assets into a one-size-fits-all box fails to account for how the… Read More »

Planning

Protecting Yourself from Estate Planning Scams

By William Rambaum, PA |

The media is full of reminders about how important estate planning is.  For those living in Florida, with a large population over 65, this message is even more prevalent. Contemplating the need for  estate planning is especially common as one gets older, and individuals begin to consider what will happen when they are gone…. Read More »

AssetP4

Asset Protection Options for Your Business and Personal Wealth

By William Rambaum, PA |

Amassing and maintaining any level of financial security requires planning and sacrifice to ensure that any decisions made do not unnecessarily expose assets to outside risk. People often think that asset protection strategies are only useful to the very wealthy, but anyone with property of value would benefit from review and advice from an… Read More »

Medicaid

Florida Approved to Shorten Retroactive Medicaid Window

By William Rambaum, PA |

Going into a nursing home is a necessary transition for many Florida seniors as their mental and/or physical issues become too complicated to manage at home or another more independent setting. A quick perusal of the terms nursing home facilities expect of their residents reveals how expensive and out of reach this care is… Read More »

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 »

EstPlan9

The Estate Planning Lesson We Can Learn from Aretha Franklin

By William Rambaum, PA |

It is easy to assume the rich and famous have all their affairs in order because they have the time and financial resources to hire the best people and ensure everything is appropriately arranged. Estate planning is one of those things people understand is important, but continually put off because it seems too complicated,… Read More »

AssetLiab

Who Is Responsible for Remaining Debts after Death?

By William Rambaum, PA |

Estate planning is primarily about settling two issues: distributing property to surviving heirs and limiting one’s exposure to liability for death-related taxes. In line with the second issue is the question of settling a loved one’s remaining debts after death. All estates which pass through probate, which is a substantial number, must provide notice… Read More »

Guardianship

What to Expect in the Guardianship Process

By William Rambaum, PA |

Age affects people differently, and can lead to significant physical and/or mental issues as the body and mind register the toll of living a long and full life. When it appears to family members and friends that an individual’s capacity to handle his/her affairs is compromised, they may look to the guardianship process for… Read More »

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