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Category Archives: Elder Law

ElderLaw4

Seven Florida Nursing Home Residents Fall Victim To Identity Theft In PPP Loan Scam

By William Rambaum, P.A. |

If you are planning to retire soon, then the Paycheck Protection Program (PPP) might not be among the pandemic-related news stories you have been following the most closely.  It is understandable that you might be focused more on which supermarkets have reserved the early morning hours for seniors and other medically vulnerable people or… 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 »

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 »

ElderLaw4

Caring for Elderly Relatives at Home Can Work for Your Family If You Plan Carefully

By William Rambaum, P.A. |

Caring for family members is hard work.  In the 1980s, television episodes and standup comedy routines sometimes used to include jokes about how much money a woman would earn if she got paid a fair wage for all her work cooking, cleaning, and otherwise caring for her husband and children.  More recently, the public… Read More »

ElderLaw5

When Irresponsible Spending by an Elderly Person Is a Sign of a More Serious Problem

By William Rambaum, P.A. |

It is not possible to make blanket statements about the financial habits of elderly people; people’s attitudes toward money are unique, as are the life experiences that have shaped those attitudes.  Many people who lived through lean times when they were young end up with a lifelong inclination toward frugality; therefore, if your parents’… Read More »

EstatePlanning3

When Are Trusts Modifiable?

By William Rambaum, P.A. |

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 »

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 »

Guardianship

What to Expect in the Guardianship Process

By William Rambaum, P.A. |

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 »

Will5

Why You Need a Pour-Over Will

By William Rambaum, P.A. |

With access to online estate planning forms, putting together a basic estate plan, even if insufficient and misdirected, is relatively easy. One popular option people routinely choose is a revocable trust because of the perceived tax advantages and creditor protections, with the creator retaining control until death. Once he/she passes, the trust reverts to… Read More »

Medicaid

Medicaid Liens and Survivor’s Rights

By William Rambaum, P.A. |

Medical issues rarely arise gradually over time, but instead, often occur suddenly, and require immediate action to address. When a person’s health condition becomes severe, requiring around-the-clock care, many families are forced to put loved ones in nursing homes to provide the individual’s medical needs. Medicaid is the program most Americans living in nursing… Read More »

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