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Category Archives: Asset Protection

AssetP3

The Florida Law That Protects Divorced People from Forgetting to Disinherit Their Former Spouses

By William Rambaum, P.A. |

It can take a long time to sort out the financial fallout from divorce.  After you finish removing your ex-spouse’s name from the titles to assets that you once held jointly, and once you are finished paying attorneys’ fees, the last thing you feel like doing is reviewing your estate plan.  Section 732.507(2) Florida… Read More »

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 »

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 »

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 »

ElderPlan

Home Care Nurse Accused of Financial Abusing Holocaust Survivor

By William Rambaum, P.A. |

Losing one’s ability to live independently in old age is one of the most distressing events in a person’s life.  Many elderly people resist depending on family members who once depended on them, and for some people, moving to an assisted living facility feels like turning their backs on their life’s accomplishments even while… Read More »

AssetP4

Asset Protection Options for Your Business and Personal Wealth

By William Rambaum, P.A. |

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 »

AssetLiab

Who Is Responsible for Remaining Debts after Death?

By William Rambaum, P.A. |

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 »

ElderLaw

Timing and Effective Asset Protection

By William Rambaum, P.A. |

Asset protection is not something most people generally think about until a problem arises. The problem with this approach, though, is that once claims are made against a company or individual, the options for limiting exposure are quite constrained, and the financial consequences dire. Irrevocable trusts are one method of protecting assets from lawsuits… Read More »

AssetP3

How Trusts Can Serve a Number of Asset Protection Goals

By William Rambaum, P.A. |

No one wants to see their hard-earned money and property used to pay off creditor claims, a risk both personally and for potential heirs. Asset protection measures can mitigate this risk.  While transferring assets for the express purpose of thwarting a pending creditor’s claim may be ineffective, it is possible to use asset planning… Read More »

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