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Category Archives: Trusts

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 »

AssetP3

The Method and Purpose of Freezing Trust Assets

By William Rambaum, PA |

Trusts are an increasingly popular way to protect and distribute assets to loved ones after death. Once a trust is established, the person charged with managing the trust property, the trustee, holds a high level of responsibility to treat these assets in a manner that best protects the interests of the beneficiaries. Given the… Read More »

AnimalCruel_Cat

Don’t Forget about Your Closest Companion – Your Pet

By William Rambaum, PA |

Animals can bring their owners years of joy and companionship that are hard to quantify or adequately describe. Given how much pets mean to owners, determining what will happen to them after one dies is important to the pet’s wellbeing and long-term care. Factoring pets into an estate plan may not be an obvious… Read More »

Planning

Why You Should Consider Creating a Revocable Trust

By William Rambaum, PA |

Deciding which type of estate plan will best address one’s concerns and goals, as well as the needs of his/her family, is the hardest aspect of planning for the future. Numerous options are available to address a wide variety of needs – so many, in fact, that it is very easy to become overwhelmed… Read More »

AssetP3

How Trusts Can Serve a Number of Asset Protection Goals

By William Rambaum, PA |

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 »

ElderLaw3

Living Trust vs. Medicaid Trust: How Relinquishing Control Can Preserve Your Estate

By William Rambaum, PA |

People spend their whole lives working and saving to build financial security into their retirement years, but this period of life often requires individuals to rethink the structure of their finances.  The average person associates estate planning primarily as a way to arrange for the distribution of assets after death, which is a big… Read More »

Planning

How Trusts Can Protect You and Your Family

By William Rambaum, PA |

Accumulating and preserving assets to pass on to the next generation is a goal of many parents.  A number of alternative legal and financial arrangements can be employed to minimize or eliminate unnecessary costs, and maintain flexibility in the investment and management of the assets.  One option that is often used is a Trust…. Read More »

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